Entry Level Financial Sales Agent

WealthBridge Financial Group; West Sayville (NY); Presencial; USD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Licensing support

Ongoing training

Professional development

Collaborative network

Flexible career path

Resumo da oferta

WealthBridge Financial Group on Long Island seeks motivated individuals to join as Financial Professionals, developing customized strategies with the support of a collaborative network.

You will build client relationships, analyze goals across retirement, investments, insurance, and estate planning, and stay current on markets through ongoing training and licensing support. Hybrid work and growth opportunities are available.

Qualificações

• Entrepreneurial mindset and strong interpersonal/communication skills.
• Desire to build 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).

Responsabilidades

• Develop and maintain long-term client relationships with a consultative approach.
• Analyze clients' financial goals and design personalized strategies.
• Provide education and guidance for informed decisions.
• Collaborate with internal specialists to deliver holistic solutions.
• Build and grow your book of business through networking, referrals, and marketing.
• Stay current on financial markets, products, and planning strategies.

Conhecimentos

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Sales interest (plus)

Descrição da oferta de emprego

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