Junior Financial Professional: Build Your Client Practice

WealthBridge Financial Group; Melville (NY); On-site; USD 60,000 - 90,000; 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 meet clients, map out financial futures, and build a practice that’s truly yours with a supportive team behind you.

You'll design personalized strategies covering retirement, investments, insurance, and estate planning, while staying ahead of market trends and collaborating with CPAs and other professionals. Own your growth.

Qualifications

• Must have strong client-facing skills and the ability to build trusted relationships.
• Desire and ability to build and own a personal advisory practice.
• Strong communication and networking skills to expand client base.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients and empower them to make informed decisions.

Skills

Entrepreneurial mindset

Client relations

Networking

Communication skills

Business development

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll meet clients, map out financial futures, and build a practice that’s truly yours with a supportive team behind you.

You'll design personalized strategies covering retirement, investments, insurance, and estate planning, while staying ahead of market trends and collaborating with CPAs and other professionals. Own your growth.