Wealth Management Consultant - Queens & Brooklyn
About The Position
WealthBridge Financial Group is seeking entrepreneurial Financial Professionals for its Long Island offices in Garden City and Melville. The role involves working directly with clients to map out their financial futures and building an independent practice with support from an experienced, collaborative team. Consultants build long-term client relationships and develop personalized strategies covering retirement, investments, insurance, and estate planning. They explain financial topics in accessible terms, coordinate with internal specialists and external professionals such as CPAs, and grow their client base through networking, referrals, and marketing. They stay informed about market trends, products, and planning strategies. The firm provides mentorship, planning resources, digital marketing support, business development systems, licensing support, ongoing training, professional development, and technology intended to streamline client engagement and planning. The career path is flexible and designed for entrepreneurs to shape and grow their own practice.
Requirements
- Entrepreneurial mindset and desire to build a practice.
- Ability to earn trust and communicate well with people.
- Self-motivation, goal-setting, and ability to work without close supervision.
- Curiosity about money, wealth growth, protection, and its impact.
- Coachability and motivation to learn.
Nice To Haves
- Sales, finance, or client-service experience.
Responsibilities
- Build lasting client relationships through a consultative, client-first approach.
- Develop personalized financial strategies for clients’ retirement, investment, insurance, and estate-planning goals.
- 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.
- Stay current on 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
- Business development systems
- Modern technology platforms for client engagement and planning
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
