Financial Services Associate: Build Your Client Practice

WealthBridge Financial Group; West Sayville (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll work directly with clients, map out their financial future, and build a practice that’s truly yours with support from an experienced team.

You’ll design personalized plans across retirement, investments, insurance, and estate planning while collaborating with internal specialists to deliver holistic solutions.

Qualifications

• Entrepreneurial mindset with ability to build a personal client base.
• Strong interpersonal skills and trust-building.
• Ability to network and market services effectively.

Responsibilities

• Build lasting relationships. Earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
• Design custom strategies. Create personalized plans covering retirement, investments, insurance, and estate planning.
• Educate and empower. Break down complex topics so clients can make confident, informed decisions.
• Bring in the experts. Partner with CPAs and other professionals to deliver holistic solutions.
• Grow your book. Expand your client base through networking, referrals, and marketing, with our support behind you.
• Stay sharp. Keep up with market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

People skills

Networking

Client relationships

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll work directly with clients, map out their financial future, and build a practice that’s truly yours with support from an experienced team.

You’ll design personalized plans across retirement, investments, insurance, and estate planning while collaborating with internal specialists to deliver holistic solutions.