WealthBridge Financial Group
WealthBridge Financial Group
Posted 3 months ago
Full Time
Hauppauge, New York
Hybrid
Smart Summary
Responsibilities
Develop and maintain long-term client relationships by designing personalized financial strategies for retirement, investments, and estate planning. Build and grow a personal book of business through networking, referrals, and collaboration with internal specialists.
Qualifications
You have an entrepreneurial mindset and a strong desire to build a client-focused business. You are self-motivated, goal-oriented, and interested in financial services, wealth management, or business development. Prior experience in sales, finance, or client service is considered a plus.
Must Have Skills for ATS
Financial planning
Retirement planning
Investment planning
Insurance planning
Estate planning
Digital marketing
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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