WealthBridge Financial Group

Financial Advisor - Training, Leads & Marketing Provided

Kings Park, New York, United StatesHybridFull time

Salary not posted. The employer did not include pay in this listing. Ask for the range in your first conversation; it is a fair question.

Posted 3 days ago · listed on Workable

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Should you apply?

Company website ↗About 63 employees

Open: 4 days; Fresh. First-week applicants get read first.
Typical fill time here: 7 days; They fill about 100% of what they post. Recent public postings, so this is a real pace, not a guess.
Open roles at this company: 96; Hiring in volume. Recruiters are busy, so a tailored resume that matches the posting's words gets through the screen.
Salary: Not posted; No range in the posting. Ask early. It is a fair question and it saves everyone time.

Days open comes from the posting date. Fill time and reposting rate come from this company's recent public postings, last refreshed May 20.

The job, broken down

You'd be building your own financial advising practice under WealthBridge's umbrella, finding and advising clients on retirement, investment, and insurance strategies. This is framed as an entrepreneurial opportunity to build a book of business rather than a standard salaried role.

What you'd actually do

Meet with individuals, families, and business owners to discuss financial goals
Design retirement, investment, insurance, and estate planning strategies for clients
Network and market yourself to find new clients and referrals
Coordinate with internal specialists, CPAs, and other professionals on client cases
Study financial products, markets, and planning strategies to stay current

Must-haves

Entrepreneurial mindset and strong interpersonal/communication skills
Self-motivated and goal-oriented, comfortable building a business from scratch
Interest in financial services or wealth management

Nice to have

Prior experience in sales, finance, or client service

Read before you apply

No mention of salary, base pay, or draw anywhere in the posting, which usually means commission-only compensation
"Build your own book of business" and "uncapped growth potential" language signals this is likely a 1099 independent contractor role, not a traditional employee position
Licensing support is mentioned but it's unclear if licensing costs or exam fees are covered by the company or paid by you
Responsibilities and "training" are vague; no specifics on quota, ramp-up time, or how leads are actually distributed despite the title promising leads

Written from the posting text only. Check the full description below before you decide.

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Steps to get this job

1In your resume or intro message, mirror their phrase "client-first, consultative approach" and describe any past experience where you built relationships or a client base from scratch
2Ask directly in your first conversation with WealthBridge how compensation works (commission-only vs. salary plus commission) and who pays for licensing exams
3If you have any sales, insurance, or finance licensing (e.g., Series 65, life/health insurance license), lead with that in your application since it removes a barrier for them
4Ask for specifics on the promised "leads" mentioned in the job title: how many per month, how they're generated, and what conversion rate current advisors see

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What it's like to work at WealthBridge Financial Group

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About the role

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

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