Wealth Consultant - Queens & Brooklyn

WealthBridge Financial Group•New York, NY

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial Financial Professionals to join its Long Island offices in Garden City and Melville. The role involves meeting with clients to help them plan their financial futures and building an independent practice with support from an experienced, collaborative team. The Wealth Consultant develops lasting client relationships using a consultative, client-first approach; creates personalized strategies for retirement, investments, insurance, and estate planning; and explains complex financial topics so clients can make informed decisions. The role also collaborates with internal specialists, CPAs, and other professionals, grows a client base through networking, referrals, and marketing, and stays current on markets, products, and financial-planning strategies. WealthBridge provides mentorship, planning resources, digital marketing support, business-development systems, licensing support, ongoing training, professional development, and technology platforms. The career path is flexible and designed for entrepreneurs to build and grow their practices at their own pace.

Requirements

Entrepreneurial mindset and interest in building a practice of one’s own.
Ability to earn people’s trust and communicate effectively with them.
Interest in building a career and business rather than simply earning a paycheck.
Self-motivation and ability to set and pursue goals independently.
Curiosity about money, how it grows and is protected, and its impact on people’s lives.
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 through a consultative, client-first approach.
Develop personalized plans covering retirement, investments, insurance, and estate planning.
Explain complex financial topics to help clients make confident, informed decisions.
Partner with internal specialists, CPAs, and other professionals to provide holistic solutions.
Grow a client base through networking, referrals, and marketing, with company support.
Stay current on market trends, new products, and evolving planning strategies.