Wealth Consultant - Queens & Brooklyn

WealthBridge Financial Group•New York, NY

1d•Onsite

About The Position

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to build and grow a financial advisory practice. The role involves working directly with clients to understand their goals and create personalized strategies for retirement, investments, insurance, and estate planning. Consultants educate clients, coordinate with internal specialists and outside professionals, and develop their client base through networking, referrals, and marketing. The position offers mentorship, licensing support, training, professional development, planning resources, digital marketing support, and business development systems. The posting refers to offices in Garden City and Melville, while the job title specifies Queens and Brooklyn.

Requirements

Entrepreneurial mindset and interest in building a practice.
Ability to build trust and communicate effectively with people.
Self-motivation, goal orientation, and ability to work independently.
Curiosity about financial growth, protection, and planning.
Sales, finance, or client-service experience is helpful but not required; hunger and coachability are emphasized.

Nice To Haves

Sales experience.
Finance experience.
Client-service experience.

Responsibilities

Build lasting client relationships using a consultative, client-first approach.
Develop personalized strategies addressing retirement, investments, insurance, and estate planning.
Explain complex financial topics so clients can make informed decisions.
Work with internal specialists, CPAs, and other professionals to provide holistic solutions.
Grow a client base through networking, referrals, and marketing, with firm support.
Keep current with market trends, new products, and evolving planning strategies.