Entry-Level Financial Pro: Grow Your Client Base

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Mentorship network

Licensing support

Professional development

Planning resources

Marketing support

Flexible career path

Tech platforms

Integrity & innovation culture

Job summary

WealthBridge Financial Group in Hauppauge, NY is seeking entrepreneurial Financial Professionals to join a growing team. You will work with individuals, families, and business owners to develop tailored financial strategies and build your own client practice with supportive mentors.

This role emphasizes client-first advisory, education, and collaboration with internal specialists. You will expand your book of business through networking, referrals, and targeted marketing while staying current on

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 in Hauppauge, NY is seeking entrepreneurial Financial Professionals to join a growing team. You will work with individuals, families, and business owners to develop tailored financial strategies and build your own client practice with supportive mentors.

This role emphasizes client-first advisory, education, and collaboration with internal specialists. You will expand your book of business through networking, referrals, and targeted marketing while staying current on