Growth-Oriented Financial Professional (Entry Level)

Wealthbridge-Financial-Group; Hicksville (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is seeking motivated, entrepreneurial Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

This role emphasizes a client-first, consultative approach, ongoing education, and partnerships with internal specialists to deliver holistic solutions and long-term client success.

Qualifications

• Entrepreneurial mindset with strong interpersonal and communication skills.
• 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

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Job description

WealthBridge Financial Group is seeking motivated, entrepreneurial Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

This role emphasizes a client-first, consultative approach, ongoing education, and partnerships with internal specialists to deliver holistic solutions and long-term client success.