Entry Level Financial Sales Agent

WealthBridge Financial Group; Melville (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Collaborative network and mentors

Advanced planning resources

Digital marketing support

Flexible career path

Ongoing training and licensing support

Technology platforms for client work

Integrity and long-term client focus

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join their team on Long Island. You will work with clients to develop customized financial strategies while growing your own practice with support from an experienced network.

Ideal candidates are entrepreneurial, self-motivated, and focused on long-term client outcomes in wealth management and financial services. Training, licensing support, and collaboration are available in a hybrid work setting.

Qualifications

• Entrepreneurial mindset and strong communication skills.
• 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

Skills

Entrepreneurial mindset

Interpersonal skills

Client-focused

Networking & marketing

Self-motivated

Job description

Entry Level Financial Sales Agent (Long Island)

Location: Melville, New York, United States, Hicksville, New York, United States, Garden City, New York, United States, Hauppauge, New York, United States, Babylon, New York, United States, West Sayville, New York, United States

Workplace: hybrid

Employment Type: full

Description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Key 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

Requirements

Ideal Candidate

• 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)

Who You'll Work With

You'll serve a diverse client base including:

• Individuals and families
• Business owners
• Institutions and organizations

Why Join WealthBridge?

• Be part of a firm focused on people, impact, and outcomes
• Build a career with uncapped growth potential
• Work in a supportive environment that values collaboration and innovation
• Help clients navigate complex financial decisions with confidence

Benefits

What sets us apart from other firms?

• Access to a collaborative network of experienced professionals and mentors
• Advanced planning resources, digital marketing support, and business development tools
• Flexible career path with entrepreneurial growth opportunities
• Ongoing training, licensing support, and professional development
• Technology platforms and tools to help streamline client engagement and planning
• A culture focused on integrity, innovation, and long-term client success