Entry Level Financial Professional (Long Island)
About The Position
WealthBridge Financial Group is seeking motivated, entrepreneurial individuals to join its growing team as Financial Professionals. The role involves working closely with clients to develop customized financial strategies while building an individual practice with support from an experienced, collaborative network. Financial Professionals serve individuals and families, business owners, and institutions and organizations, providing guidance across retirement, investment, insurance, and estate-planning needs. The firm offers planning resources, digital marketing and business-development tools, technology platforms, training, licensing support, and professional development.
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.
Responsibilities
- Develop and maintain long-term client relationships through a client-first, consultative approach.
- Analyze clients’ financial goals and design personalized retirement, investment, insurance, and estate-planning strategies.
- 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 an individual 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, licensing support, and professional development.
- Technology platforms and tools to streamline client engagement and planning.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
