WF

WealthBridge Financial Group

wealthbridgefg.com

WealthBridge Financial Group hiring snapshot

Based on the 31 roles currently listed here.

Actively hiring
Posted in last 30 days
31
Most recent role
Today
Roles quoting pay
0 / 31
Locations hiring
18

Departments hiring

  • Finance & Accounting12
  • Sales & Business Development7

Top locations

  • Babylon3
  • Hauppauge3
  • Garden City3
  • Hicksville3
  • Melville3
  • New York3

Contract types

  • Full-time31

Open roles (31)

Sign in for match

WealthBridge Financial Group

Full-timehybrid

Financial Advisor Trainee

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 Requirements 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 Benefits 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

West Sayville, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timehybrid

Financial Advisor Trainee

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 Requirements 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 Benefits 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

Babylon, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timehybrid

Financial Advisor Trainee

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 Requirements 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 Benefits 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

Hauppauge, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timehybrid

Financial Advisor Trainee

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 Requirements 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 Benefits 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

Garden City, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timehybrid

Financial Advisor Trainee

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 Requirements 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 Benefits 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

Hicksville, New York, United States
about 2 hours ago
Sector

Finance & Accounting

Sign in for match

WealthBridge Financial Group

Full-timehybrid

Financial Advisor Trainee

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 Requirements 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 Benefits 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

Melville, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timeremote

Experienced Life Insurance Agent

Experienced Life Insurance Agent Full-Time | Remote Nationwide | Commission-Based About the Opportunity Build your life insurance practice with the flexibility of an independent model and the resources of an established financial services firm. WealthBridge Financial Group is seeking experienced, actively licensed life insurance producers who want to grow their businesses, strengthen client relationships, and access support for marketing, case design, and complex planning opportunities. This opportunity is intended for established producers with at least three years of active life insurance sales experience—not entry-level candidates seeking their first license. Our open-architecture model offers independent contracts, no non-compete on your book of business, and access to marketing, training, case-design, and joint-work resources. You can focus on developing relationships and serving clients while collaborating with specialists when additional support is needed. Responsibilities Develop new business through prospecting, referrals, networking, and relationship building with individuals, families, and business owners. Conduct client consultations to understand protection needs, financial priorities, and existing coverage, and recommend appropriate life insurance solutions. Guide cases through the sales process , from discovery and recommendations through application, underwriting follow-up, and policy placement, working with support teams as needed. Maintain and strengthen client relationships through ongoing service and policy reviews that address changing needs. Collaborate with WealthBridge’s resources for marketing, training, case design, and joint work while maintaining required licensing, continuing education, and professional standards. Required Qualifications At least three years of experience as a licensed life insurance agent actively selling life insurance. An active Life, Accident & Health insurance license. Demonstrated ability to generate life insurance business and advise individuals, families, business owners, or a combination of these groups. Experience with every client segment is not required. Experience guiding clients through the life insurance sales process. Working alongside case managers, underwriting teams, and case-design specialists is fully acceptable; candidates do not need to perform every technical or administrative step independently. Interest in building a full-time, commission-based practice without a guaranteed salary . Authorization to work in the United States. Visa sponsorship is not available. Preferred Qualifications Advanced case-design experience or experience handling complex underwriting situations. Experience with annuity products, investment products, or both. Experience serving business owners or high-net-worth clients. Additional active insurance or financial-services licenses. Requirements Compensation This is a commission-based opportunity, not a salaried position . Compensation is paid in U.S. dollars and is based on the adviser’s production. WealthBridge offers competitive commission payouts, with specific terms based on the applicable contract and production level. Compensation details will be discussed during the interview process. There is no guaranteed salary or fixed annual earnings range. Location & Flexibility We welcome experienced life insurance agents from across the United States . This opportunity is available remotely nationwide, with no mandatory office attendance . Advisers who prefer an office environment can access our locations in New York City; Hackensack, New Jersey; Garden City, New York; and Melville, New York for in-person collaboration and firm support. Interested in Learning More? Apply to start a conversation about your current practice, your goals, and how WealthBridge’s resources and independent model could support your next stage of growth. Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support

TELECOMMUTE
about 2 hours ago
Sector

Sales & Business Development

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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Licensing & Mentorship Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

New York, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Licensing & Mentorship Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Babylon, New York, United States
about 2 hours ago
Sector

Finance & Accounting

Sign in for match

WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Licensing & Mentorship Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Hauppauge, New York, United States
about 2 hours ago
Sign in for match

WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Licensing & Mentorship Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Garden City, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Licensing & Mentorship Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Hicksville, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Licensing & Mentorship Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Melville, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor:

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

West Sayville, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor:

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Hauppauge, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor:

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Babylon, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor:

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Garden City, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor:

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Hicksville, New York, United States
about 2 hours ago
Sector

Finance & Accounting

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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor:

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Melville, New York, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Training Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Philadelphia, Pennsylvania, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Training Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Hackensack, New Jersey, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Training Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Miami, Florida, United States
about 2 hours ago
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WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Training Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Dallas, Texas, United States
about 2 hours ago
Sector

Finance & Accounting

Sign in for match

WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Training Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

New York, New York, United States
about 2 hours ago
Sector

Finance & Accounting

Sign in for match

WealthBridge Financial Group

Full-timehybrid

Entry-Level Financial Advisor - Training Provided

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years. Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning. Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions. Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions. Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you. Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here You think like an entrepreneur and want to build something of your own People enjoy talking to you, and you’re good at earning trust You want a career and a business you own, not just a paycheck You set goals and push yourself to hit them without someone looking over your shoulder You’re curious about money: how it grows, how it’s protected, and how it changes lives Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: Individuals and families building security and planning for the future Business owners protecting what they’ve built and planning their next move Institutions and organizations that need a trusted financial partner Why WealthBridge? No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list. Real mentorship. You’ll learn from experienced leaders who want you to win. A team culture. We collaborate, share what works, and celebrate each other’s success. Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence. A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases. Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients. Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build. We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance. Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact. Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Darien, Connecticut, United States
about 2 hours ago
Sector

Finance & Accounting

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