Financial Professional - Build Your Own Client Book

WealthBridge Financial Group; New York (NY); On-site; USD 85,000 - 170,000; Full time

Benefits offered by this job

Advanced planning resources

Digital marketing support

Licensing training & support

Collaborative mentor network

Job summary

WealthBridge Financial Group in New York seeks motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced, collaborative network.

Join a client-focused firm offering education, innovation, and growth opportunities. You will expand your book of business through networking and referrals, guided by mentors and a culture of integrity.

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 or wealth management.

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

Disciplined

Goal-oriented

Interest in financial services

Wealth management

Business development

Sales experience (plus)

Job description

WealthBridge Financial Group in New York seeks motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced, collaborative network.

Join a client-focused firm offering education, innovation, and growth opportunities. You will expand your book of business through networking and referrals, guided by mentors and a culture of integrity.