Financial Growth Architect | Build Your Own Practice

WealthBridge Financial Group; Hicksville (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Advanced planning resources

Flexible career path

Job summary

WealthBridge Financial Group seeks motivated Financial Professionals to join a growing team. You will work with clients to develop customized financial strategies while building your own practice with support from an experienced network.

You will engage individuals, families, and business owners, helping them create, protect, and grow wealth through innovative planning and collaborative education.

Qualifications

• Entrepreneurial mindset with strong interpersonal and 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.

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

Self-motivated

Goal oriented

Client-focused

Job description

WealthBridge Financial Group seeks motivated Financial Professionals to join a growing team. You will work with clients to develop customized financial strategies while building your own practice with support from an experienced network.

You will engage individuals, families, and business owners, helping them create, protect, and grow wealth through innovative planning and collaborative education.