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Job description
About Us
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
Position Overview
We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key Responsibilities
Develop and maintain long-term client relationships through a client-first, consultative approach
Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
Provide education and guidance to help clients make informed financial decisions
Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
Build and grow your own book of business through networking, referrals, and marketing initiatives
Stay current on financial markets, products, and planning strategies
Requirements
Ideal Candidate
Entrepreneurial mindset with strong interpersonal and communication skills
Desire to build a client-focused business and long-term career
Self-motivated, disciplined, and goal-oriented
Interest in financial services, wealth management, or business development
Prior experience in sales, finance, or client service is a plus (not required)
Who You’ll Work With
You’ll serve a diverse client base including:
Individuals and families
Business owners
Institutions and organizations
Why Join WealthBridge?
Be part of a firm focused on people, impact, and outcomes
Build a career with uncapped growth potential
Work in a supportive environment that values collaboration and innovation
Help clients navigate complex financial decisions with confidence
Benefits
What sets us apart from other firms?
Access to a collaborative network of experienced professionals and mentors
Advanced planning resources, digital marketing support, and business development tools
Flexible career path with entrepreneurial growth opportunities
Ongoing training, licensing support, and professional development
Technology platforms and tools to help streamline client engagement and planning
A culture focused on integrity, innovation, and long-term client success
Worksite address
hauppauge, NY, 11788, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.