Entry-Level Wealth Planner — Grow Your Client Book

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

WealthBridge Financial Group is seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. 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.

Join a firm that emphasizes innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

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

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused

Goal-oriented

Job description

WealthBridge Financial Group is seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. 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.

Join a firm that emphasizes innovation, collaboration, and education to deliver long-term impact and trusted client relationships.