Entry-Level Financial Pro: Build Your Client-Driven Practice

WealthBridge Financial Group; Town of Babylon (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Professional development

Digital marketing tools

Flexible career path

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to work with clients, develop customized strategies, and grow a personal book of business within a collaborative network. You will provide guidance on retirement, investments, insurance, and estate planning while staying current on markets and planning strategies.

Join a firm that emphasizes innovation, collaboration, and education, offering licensing support and ongoing training to help you build a long-term

Qualifications

• Entrepreneurial mindset with strong interpersonal and communication skills
• Desire to build a client-focused business and long-term career
• Self-motivated, disciplined, and goal-oriented
• Interest in financial services, wealth management, or business development
• Prior experience in sales, finance, or client service is a plus (not required)

Responsibilities

• Develop and maintain long-term client relationships through a client-first, consultative approach
• Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
• Provide education and guidance to help clients make informed financial decisions
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Build and grow your own book of business through networking, referrals, and marketing initiatives
• Stay current on financial markets, products, and planning strategies

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to work with clients, develop customized strategies, and grow a personal book of business within a collaborative network. You will provide guidance on retirement, investments, insurance, and estate planning while staying current on markets and planning strategies.

Join a firm that emphasizes innovation, collaboration, and education, offering licensing support and ongoing training to help you build a long-term