Wealth Consultant - Queens & Brooklyn

WealthBridge Financial Group • Manhasset Hills, NY

1d • Onsite

About The Position

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to join its team. The role involves working directly with clients to understand their goals, create personalized financial strategies, and build a lasting client practice. Consultants receive support from an experienced, collaborative team, including mentorship, licensing support, ongoing training, planning resources, digital marketing support, business development systems, and modern client-engagement platforms. The career path is flexible and designed for professionals to grow at their own pace.

Requirements

• Entrepreneurial mindset and interest in building an independent practice.
• Ability to build trust and communicate effectively with people.
• Self-motivation, goal orientation, and ability to work without close supervision.
• Curiosity about money, wealth growth, wealth protection, and financial planning.
• Coachability and willingness to learn.

Nice To Haves

• Experience in sales, finance, or client service.

Responsibilities

• Build lasting client relationships through a consultative, client-first approach.
• Develop personalized strategies covering retirement, investments, insurance, and estate planning.
• Explain complex financial topics so clients can make informed decisions.
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow a client base through networking, referrals, and marketing.
• Stay informed about market trends, financial products, and planning strategies.

Benefits

• Mentorship from experienced leaders.
• Collaborative team culture.
• Licensing support.
• Ongoing training and continued professional development.
• Advanced planning resources, digital marketing support, and business development systems.
• Modern technology platforms for client engagement and planning.

What This Job Offers

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