Build and manage client relationships using a consultative approach to design personalized financial strategies (retirement, investments, insurance, estate planning). Grow a book of business through networking and marketing, collaborate with internal and external specialists, provide financial education, and stay current on markets and planning strategies.
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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