Financial Professional: Build Your Own Practice

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 60,000 - 120,000; Full time

Job summary

WealthBridge Financial Group seeks Financial Professionals for its Long Island offices in Garden City and Melville. You will meet clients, map out their financial future, and build a practice with support from an experienced team.

The role emphasizes entrepreneurial drive, client-first service, and ongoing development. You'll work with a collaborative network to deliver holistic solutions, expand your client base, and stay ahead of market trends, shaping meaningful financial outcomes for clients

Qualifications

• Entrepreneurial mindset and ability to build relationships with clients.
• Experience in sales, finance or client-service is advantageous.
• Strong communication and trust-building skills are valued.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Collaborate with internal specialists and professionals to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing with support from the firm.
• Stay up-to-date with market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

People skills

Self-motivation

Sales experience

Finance knowledge

Job description

WealthBridge Financial Group seeks Financial Professionals for its Long Island offices in Garden City and Melville. You will meet clients, map out their financial future, and build a practice with support from an experienced team.

The role emphasizes entrepreneurial drive, client-first service, and ongoing development. You'll work with a collaborative network to deliver holistic solutions, expand your client base, and stay ahead of market trends, shaping meaningful financial outcomes for clients