Financial Professional: Entrepreneurial Growth & Client Building

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

Benefits offered by this job

Mentorship and licensing support

Professional development

Digital marketing support

Flexible career path

Collaborative network

Job summary

WealthBridge Financial Group in New York is seeking 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 support from an experienced network.

Ideal candidates are entrepreneurial, with strong communication, seeking a client-focused career in wealth management, sales or business development.

Qualifications

• Entrepreneurial mindset and drive to build a client-focused practice.
• Strong interpersonal and communication skills.
• Self-motivated, disciplined, and goal-oriented with a collaborative approach.

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

Interest in financial services

Job description

WealthBridge Financial Group in New York is seeking 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 support from an experienced network.

Ideal candidates are entrepreneurial, with strong communication, seeking a client-focused career in wealth management, sales or business development.