View All Jobs

Sign up

Learn & Lead in Advanced Strategies for HNW Clients (Long Isan

WealthBridge Financial Group

Posted 3 months ago

Full Time

Melville, 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 a personal book of business through networking and collaborate with specialists to provide holistic financial solutions.

Qualifications

You have an entrepreneurial mindset with strong interpersonal and communication skills, a desire to build a client-focused business, and an interest in financial services or wealth management. Prior experience in sales, finance, or client service is a plus, and you will be responsible for analyzing client goals, designing personalized financial strategies, and building your book of business.

Must Have Skills for ATS

retirement planning

investment planning

insurance planning

estate planning

financial markets

financial products

planning strategies

digital marketing

business development

Job Description

About Us

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 Overview

We 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
Ideal 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)
Who You’ll Work With

You’ll serve a diverse client base including:

  • Individuals and families
  • Business owners
  • Institutions and organizations
Why Join WealthBridge?
  • 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
What 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

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria