Entry Level Financial Professional (Long Island)

WealthBridge Financial Group • Garden City, NY

2d

About The Position

WealthBridge Financial Group is seeking motivated, entrepreneurial individuals to join its growing team as Financial Professionals. The role involves working with clients to develop customized financial strategies while building an individual practice with support from an experienced, collaborative network. The firm serves individuals, families, business owners, institutions, and organizations. It offers access to experienced professionals and mentors, advanced planning resources, digital marketing support, business development tools, licensing support, ongoing training, professional development, and technology platforms for client engagement and planning.

Requirements

• Entrepreneurial mindset with strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.
• Interest in financial services, wealth management, or business development.

Nice To Haves

• Prior experience in sales, finance, or client service is a plus, but is not required.

Responsibilities

• Develop and maintain long-term client relationships through a client-first, consultative approach.
• Analyze clients’ financial goals and design personalized strategies for retirement, investment, insurance, and 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 a book of business through networking, referrals, and marketing initiatives.
• Stay current on financial markets, products, and planning strategies.

Benefits

• Uncapped growth potential.
• Supportive environment that values collaboration and innovation.
• Access to a collaborative network of experienced professionals and mentors.
• Advanced planning resources, digital marketing support, and business development tools.
• Flexible career path with entrepreneurial growth opportunities.
• Ongoing training and licensing support.
• Professional development.
• Technology platforms and tools to streamline client engagement and planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed