Junior Wealth Planner & Client Growth Pro

Wealthbridge-Financial-Group; West Sayville (NY); On-site; USD 80,000 - 140,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You’ll work directly with clients to map out personalized financial futures, collaborating with specialists to deliver comprehensive plans and ongoing support.

Enter an entrepreneurial environment that values mentorship, teamwork, and a proactive approach to expanding your practice.

Qualifications

• Entrepreneurial mindset and self-starter attitude.
• Strong ability to build trust and relationships with clients.
• Excellent communication and interpersonal skills.
• Sales experience is helpful for growing client base.
• Driven, goal-oriented with willingness to learn and adapt.

Responsibilities

• Build lasting relationships with clients through consultative, client-first approach.
• Design personalized strategies across retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Partner with internal specialists and CPAs to deliver holistic solutions.
• Grow client book through networking, referrals, and marketing with support provided.
• Stay informed on market trends, products, and planning strategies.

Skills

Entrepreneurial mindset

Client relationship building

Communication

Sales experience

Goal oriented

Job description

WealthBridge Financial Group is seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You’ll work directly with clients to map out personalized financial futures, collaborating with specialists to deliver comprehensive plans and ongoing support.

Enter an entrepreneurial environment that values mentorship, teamwork, and a proactive approach to expanding your practice.