What are the responsibilities and job description for the Financial Representative position at WealthBridge Financial Group?
At WealthBridge Financial Group, we help clients nationwide create, protect, and grow wealth through keen listening, creative strategy, and purpose-driven financial planning. Our team-based approach is personalized to individual goals, offering tailored strategies grounded in strong business fundamentals. We specialize in advanced planning, premium financing, CPA alliances, and innovative digital marketing strategies to support long-term success. With proactive guidance and a focus on clients' best interests, we ensure they stay on track through every stage of their financial journey. Learn what it means to build lasting wealth with the right team by your side.
This is a full-time hybrid role for a Financial Representative located in the New York City Metropolitan Area, with some work from home acceptable. The Financial Representative will be responsible for providing clients with financial planning services, including retirement planning and investments. Day-to-day tasks include conducting client meetings, assessing financial needs, creating personalized financial strategies, offering insurance solutions, and monitoring financial progress to ensure clients stay on track to meet their goals.
- Experience and skills in Financial Planning, Retirement Planning, and creating personalized financial strategies
- Knowledge of Insurance products and their applications in financial planning
- Expertise in Finance and Investments
- Strong communication and interpersonal skills
- Ability to work both independently and as part of a team
- Bachelor's degree in Finance, Economics, Business, or a related field
- Relevant certifications such as CFP, ChFC, or CFA are a plus