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Build and manage client relationships to deliver personalized financial planning (retirement, investments, insurance, estate). Analyze goals, provide guidance, collaborate with specialists, grow a book of business through networking and marketing, and stay current on markets and planning strategies.
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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
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
