Financial Professional: Build Your Own Wealth Practice

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

Benefits offered by this job

Uncapped growth potential

Collaborative network & mentorship

Licensing support & training

Digital marketing support & planning工具

Flexible career path

Ongoing professional development

Job summary

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

You will cultivate long-term client relationships, analyze goals across retirement, investments, insurance, and estate planning, and guide clients with education and informed decision-making.

Qualifications

• Entrepreneurial mindset and strong interpersonal 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

Excellent interpersonal skills

Self-motivated and goal-oriented

Desire to build client-focused career

Interest in financial services

Job description

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

You will cultivate long-term client relationships, analyze goals across retirement, investments, insurance, and estate planning, and guide clients with education and informed decision-making.