Wealth Consultant - Queens & Brooklyn

WealthBridge Financial Group • Elmont, NY

1d

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial Financial Professionals to join its team and build a client-focused financial planning practice. The role involves working directly with individuals, families, business owners, institutions, and organizations to understand their goals and develop personalized strategies for building, protecting, and growing wealth. Consultants receive support from experienced colleagues, mentors, internal specialists, and Integrated Wealth Resources consultants, as well as licensing support, training, planning resources, digital marketing support, and business development systems. The career path is flexible and designed for professionals to grow at their own pace. The posting references offices in Garden City and Melville, while the job title identifies Queens and Brooklyn.

Requirements

• Entrepreneurial mindset and interest in building a business or practice.
• Ability to earn 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.
• Hunger and coachability.

Nice To Haves

• Sales, finance, or client-service experience.

Responsibilities

• Build lasting client relationships through a consultative, client-first approach.
• Assess client goals and design personalized strategies covering retirement, investments, insurance, and estate planning.
• Explain complex financial topics so clients can make informed decisions.
• Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow a client base through networking, referrals, and marketing, with firm support.
• Keep up with market trends, new products, and evolving planning strategies.
• Build and develop an independent financial planning practice.

Benefits

• Mentorship from experienced leaders.
• Collaborative team culture.
• Access to experienced professionals, mentors, and Integrated Wealth Resources consultants for complex client cases.
• Advanced planning resources, digital marketing support, and business development systems.
• Licensing support, ongoing training, and continued professional development.
• Modern technology platforms for client engagement and planning.
• Flexible career path with the opportunity to grow at an individual pace.

What This Job Offers

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