Entry-Level Financial Professional — Long Island

Job overview

The Entry-Level Financial Professional — Long Island role is onsite in Babylon, NY. Compensation is not specified. WealthBridge Financial Group says it helps individuals, families, and business owners create, protect, and grow wealth through personalized financial strategies. The financial professional develops client relationships, assesses financial goals, and provides education and guidance on planning options. The role also builds a book of business through networking, referrals, and marketing, with support from internal specialists and external professionals.

What you'll do

• Develop and maintain client relationships
• analyze financial goals and design personalized retirement, investment, insurance, and estate-planning strategies
• educate clients
• collaborate with internal specialists, CPAs, and other professionals
• build a book of business through networking, referrals, and marketing
• stay current on financial markets, products, and planning strategies.

What we're looking for

Skills & competencies

financial professional

entry-level

wealth management

financial planning

client relationships

retirement planning

insurance planning

babylon ny

wealthbridge financial group

licensing support

mentorship

professional development

Work arrangement

• Weekend coverage required

Benefits & perks

• Mentorship, advanced planning resources, digital marketing support, business development tools, licensing support, ongoing training, and professional development.

Why this role

Prior sales, finance, or client-service experience is a plus but not required. The posting lists mentorship, planning resources, digital marketing support, licensing support, training, and professional development.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.