Wealth Consultant - Queens & Brooklyn

WealthBridge Financial Group • New York, NY

1d

About The Position

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to join its team and build a client-focused financial services practice. The role involves meeting with clients to understand their goals, developing personalized strategies, and helping individuals, families, business owners, institutions, and organizations make informed financial decisions. Consultants build long-term client relationships and grow their client base through networking, referrals, and marketing, supported by experienced mentors, internal specialists, and business-development resources. The practice focuses on retirement, investments, insurance, and estate planning. The position offers licensing support, ongoing training, professional development, digital marketing support, advanced planning resources, and technology platforms. The career path is flexible and allows consultants to grow at their own pace. The posting identifies Long Island offices in Garden City and Melville, although the role title specifies Queens and Brooklyn.

Requirements

• Entrepreneurial mindset and desire to build a practice.
• Ability to earn trust and communicate well with people.
• Self-motivation, goal orientation, and ability to work without close supervision.
• Curiosity about money, wealth growth, wealth protection, and financial planning.
• Sales, finance, or client-service experience is helpful but not required; hunger and coachability are emphasized.

Nice To Haves

• Sales, finance, or client-service experience.

Responsibilities

• Build lasting client relationships using a consultative, client-first approach.
• Assess clients’ goals and develop personalized strategies 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.
• Keep up with market trends, new products, and evolving planning strategies.

Benefits

• Licensing support.
• Ongoing training.
• Continued professional development.
• Mentorship from experienced leaders and professionals.
• Advanced planning resources.
• Digital marketing support and business-development systems.
• Modern platforms for client engagement and planning.
• Flexible career path with the ability to grow at one’s own pace.

What This Job Offers

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