Entry-Level Financial Services Representative (Long Island)

Wealthbridge-Financial-Group; Hicksville (NY); Vor Ort; USD 70.000 - 120.000; Vollzeit

Zusammenfassung

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will work directly with clients to map out their financial future, designing personalized strategies across retirement, investments, insurance, and estate planning.

You will be part of an entrepreneurial team that supports growth, mentorship, and collaborative problem solving, with a focus on building a lasting advisory practice and expanding your client base.

Qualifikationen

• Entrepreneurial mindset and ability to build a practice
• Strong client-facing communication and listening skills
• Ability to network and grow a client base
• Comfort collaborating with specialists and professionals

Aufgaben

• Build lasting client relationships with a consultative approach
• Design personalized financial plans covering retirement, investments, insurance, and estate goals
• Educate clients to empower informed decisions
• Collaborate with CPAs and other professionals to deliver holistic solutions
• Grow client base through networking and referrals with firm support
• Stay informed on market trends and planning strategies

Kenntnisse

Entrepreneurial mindset

Client relationship

Communication

Networking

Jobbeschreibung

About Us

WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.

www.wealthbridgefg.com

The Opportunity

We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.

What You’ll Do

• Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
• Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
• Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
• Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
• Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.

Who Thrives Here

• You think like an entrepreneur and want to build something of your own
• People enjoy talking to you, and you’re good at earning trust
• You want a career and a business you own, not just a paycheck
• You set goals and push yourself to hit them without someone looking over your shoulder
• You’re curious about money: how it grows, how it’s protected, and how it changes lives
• Sales, finance, or client-service experience helps, but hunger and coachability matter more

Who You’ll Help

Your clients will include:

• Individuals and families building security and planning for the future
• Business owners protecting what they’ve built and planning their next move
• Institutions and organizations that need a trusted financial partner

Why WealthBridge?

• No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list.
• Real mentorship. You’ll learn from experienced leaders who want you to win.
• A team culture. We collaborate, share what works, and celebrate each other’s success.
• Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence.
• A firm built on people. Impact and outcomes come first, for our clients and for our agents.

What Sets Us Apart

• You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
• Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
• Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
• We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance.
• Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
• Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.