WealthBridge Financial Group
WealthBridge Financial Group
Posted 3 months ago
Full Time
Great Neck, New York
Hybrid
Smart Summary
Responsibilities
Develop personalized financial strategies for high-net-worth clients, including retirement, investment, and estate planning. Build and grow a personal book of business through networking and collaborative professional partnerships.
Qualifications
You have a strong entrepreneurial spirit and the desire to build a client-focused business with uncapped growth potential. You are a self-motivated, disciplined, and goal-oriented individual with an interest in financial services, wealth management, or business development. Prior experience in sales, finance, or client service is a plus, and you will receive ongoing training and licensing support.
Must Have Skills for ATS
Retirement planning
Investment planning
Insurance planning
Estate planning
Financial markets
Financial products
Financial planning strategies
Digital marketing
Business development tools
Job Description
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 ResponsibilitiesYou’ll serve a diverse client base including:
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