Entry-Level Financial Professional: Build Clients & Plans

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit with clients, map their financial future, and build a practice that’s yours, with an experienced, collaborative team behind you every step of the way.

You’ll design custom strategies across retirement, investments, insurance, and estate planning, earn clients’ trust, educate and empower them to make informed decisions, and grow your book through

Responsibilities

• Build lasting relationships with clients using a consultative, client-first approach.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate and empower clients to make informed financial decisions.
• Partner with internal specialists and CPAs to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with our support.
• Stay sharp by tracking market trends and evolving planning strategies.

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit with clients, map their financial future, and build a practice that’s yours, with an experienced, collaborative team behind you every step of the way.

You’ll design custom strategies across retirement, investments, insurance, and estate planning, earn clients’ trust, educate and empower them to make informed decisions, and grow your book through