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Develop personalized financial strategies for individuals, families, business owners, and institutions. Build long-term client relationships through consultative guidance, education, networking, referrals, and marketing. Grow an independent book of business while collaborating with CPAs, internal specialists, and other professionals. Stay informed on financial markets, investment, insurance, retirement, and estate-planning solutions. The role includes ongoing training, licensing support, mentorship, and entrepreneurial growth opportunities.
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Advise individuals, families, and business owners by developing personalized financial strategies (retirement, investments, insurance, estate planning). Build and maintain client relationships, grow a book of business via networking and referrals, collaborate with specialists and CPAs, provide client education, and use firm resources for marketing, training, and professional development.
About Us
RequirementsIdeal Candidate
BenefitsWhat sets us apart from other firms?
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.
www.wealthbridgefg.com
Position OverviewWe 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
RequirementsIdeal 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)
You’ll serve a diverse client base including:
- Individuals and families
- Business owners
- Institutions and organizations
- 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
BenefitsWhat 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
WealthBridge Financial Group New York, New York, USA Office
New York, NY, United States
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