Riverside, Connecticut, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
Dix Hills, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning
Hillside, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
Elmont, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
Garden City, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning
Hicksville, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
Melville, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
Glen Ridge, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Client Relationship Management, Wealth Management, Investment Strategy, Insurance Planning
Mendham, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Insurance Planning
Short Hills, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning
Hoboken, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning
Morristown, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Client Relationship Management, Wealth Management, Investment Strategy, Estate Planning
Red Bank, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning
Long Beach, New York, United States · Hybrid
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,…
Skills: Financial Strategy, Client Relationship Management, Retirement Planning, Investment Analysis, Insurance Planning
New York, New York, United States · Hybrid
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,…
Skills: Financial Strategy, Wealth Management, Client Relationship Management, Retirement Planning, Investment Planning
Manhasset Hills, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
New York, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
New York, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
New York, New York, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Retirement Planning
Glen Ridge, New Jersey, United States · Hybrid
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,…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning
Riverside, Connecticut, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Develop personalized financial strategies for individuals and business owners to help them create and grow wealth. Build and maintain a book of business through networking, referrals, and a consultative client-first approach.
Seeking motivated individuals with an entrepreneurial mindset and strong interpersonal skills. Prior experience in sales, finance, or client service is considered a plus but is not required.
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
www.wealthbridgefg.com
Position OverviewWe are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key ResponsibilitiesYou’ll serve a diverse client base including:
People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US
People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US
