Financial Professional: Launch Your Client-Centered Career

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

Job summary

WealthBridge Financial Group in Hauppauge, NY is seeking motivated Financial Professionals who will work closely with clients to design tailored wealth strategies and build their own practice with support from an experienced network.

You will develop long-term relationships, analyze goals (retirement, investments, estate), provide education, collaborate with CPAs, and grow your book through networking and referrals.

Qualifications

• Client-focused mindset with ability to build trust and credibility.
• Strong communication and presentation skills for client meetings.
• Self-motivated and goal-oriented with entrepreneurial drive.

Responsibilities

• Develop and maintain long-term client relationships via a consultative approach.
• Analyze clients’ financial goals and design personalized retirement, investment, and estate plans.
• Provide education and guidance to help clients make informed decisions.
• Collaborate with CPAs and other professionals to deliver holistic solutions.
• Grow your own book of business through networking and referrals.
• Stay current on financial markets, products, and planning strategies.

Skills

Interpersonal skills

Communication

Sales aptitude

Networking

Business development

Education

Bachelor's degree in Finance, Economics, or related field

Job description

WealthBridge Financial Group in Hauppauge, NY is seeking motivated Financial Professionals who will work closely with clients to design tailored wealth strategies and build their own practice with support from an experienced network.

You will develop long-term relationships, analyze goals (retirement, investments, estate), provide education, collaborate with CPAs, and grow your book through networking and referrals.