Wealth Management Consultant - Queens & Brooklyn
About The Position
WealthBridge Financial Group is hiring entrepreneurial Financial Professionals to serve clients in Queens and Brooklyn. The role involves meeting with individuals, families, business owners, institutions, and organizations to understand their goals and help them build, protect, and grow their wealth. Consultants develop personalized strategies addressing retirement, investments, insurance, and estate planning, explain complex financial topics, and coordinate with internal specialists, CPAs, and other professionals to provide holistic solutions. The position includes building lasting client relationships and growing a client base through networking, referrals, and marketing. Consultants receive mentorship, licensing support, ongoing training, advanced planning resources, digital marketing support, business development systems, and modern technology. The career path is described as flexible and entrepreneurial, with growth tied to individual effort.
Requirements
- An entrepreneurial mindset and interest in building a practice.
- Ability to connect with people and earn their trust.
- Desire to build a career and business rather than pursue only a paycheck.
- Ability to set goals and work toward them independently.
- Curiosity about how money grows, is protected, and affects people’s lives.
Nice To Haves
- Sales, finance, or client-service experience.
- Hunger and coachability.
Responsibilities
- Build lasting client relationships through a consultative, client-first approach.
- Understand clients’ goals and design personalized strategies for retirement, investments, insurance, and estate planning.
- Educate clients by explaining complex financial topics so they 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.
- Keep up with market trends, new products, and evolving planning strategies.
Benefits
- Mentorship from experienced leaders and professionals.
- Collaborative team culture.
- Licensing support.
- Ongoing training.
- Continued professional development.
- Advanced planning resources.
- Digital marketing support.
- Business development systems.
- Modern technology and platforms for client engagement and planning.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
