Wealth Consultant - Queens & Brooklyn

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Mentorship

Flexible career path

Marketing support

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville and build a client-focused practice. You will meet with clients, map their financial future, and design personalized strategies across retirement, investments, insurance, and estate planning.

You’ll grow your book with support from mentors and specialists, while staying ahead of market trends.

Qualifications

• Ability to build trusting client relationships and maintain long-term partnerships.
• Strong communication and listening skills for needs assessment.
• Comfort with networking, outreach, and marketing to grow a client base.
• Self-motivated, proactive, and capable of managing a personal book of business.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized financial strategies covering retirement, investments, and estate planning.
• Educate clients, breaking down complex topics for informed decisions.
• Collaborate with internal experts to deliver holistic financial solutions.
• Grow your client base through networking, referrals, and targeted outreach.
• Stay current with market trends and new planning strategies.

Skills

Relationship building

Consultative selling

Client-facing

Entrepreneurial mindset

Job description

About Us

WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don't do one-size-fits-all. Every strategy is personalized and forward-thinking, and it's grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com

The Opportunity

We're growing, and we're looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You'll sit across the table from clients, help them map out their financial future, and build a practice that's truly yours. You'll have an experienced, collaborative team behind you every step of the way.

What You'll Do

• Build lasting relationships. You'll earn clients' trust with a consultative, client-first approach that keeps them with you for years
• Design custom strategies. You'll dig into each client's goals and create personalized plans covering retirement, investments, insurance, and estate planning
• Educate and empower. You'll break down complex topics so clients can make confident, informed decisions
• Bring in the experts. You'll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Grow your book. You'll expand your client base through networking, referrals, and marketing, with our support behind you
• Stay sharp. You'll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead

Who Thrives Here

• You think like an entrepreneur and want to build something of your own
• People enjoy talking to you, and you're good at earning trust
• You want a career and a business you own, not just a paycheck
• You set goals and push yourself to hit them without someone looking over your shoulder
• You're curious about money: how it grows, how it's protected, and how it changes lives
• Sales, finance, or client-service experience helps, but hunger and coachability matter more

Who You'll Help

Your clients will include:

• Individuals and families building security and planning for the future
• Business owners protecting what they've built and planning their next move
• Institutions and organizations that need a trusted financial partner

Why WealthBridge?

• No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list
• Real mentorship. You'll learn from experienced leaders who want you to win
• A team culture. We collaborate, share what works, and celebrate each other's success
• Meaningful work. You'll help people make some of the biggest financial decisions of their lives with clarity and confidence
• A firm built on people. Impact and outcomes come first, for our clients and for our agents

Benefits

• A culture focused on integrity, innovation, and long-term client success

What Sets Us Apart

• You're never on your own. You'll work alongside a network of experienced professionals and mentors, and you'll have consultants through Integrated Wealth Resources to help with complex client cases
• Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients
• Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build
• We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance
• Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact
• Integrity comes first. Our culture is built on doing right by clients, embracing innovation,