Entry Level Financial Professional (Long Island)
WealthBridge Financial Group
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. 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 #J-18808-Ljbffr WealthBridge Financial Group
- ...consulting firm that has established our reputation over 10+ years on Long Island. We’re looking for motivated, self-starters who want the... ..., Client Service, Human Resources, Food Service, Marketing, Entry Level, Sales, Promotions, Retail, Hospitality, Training, Leadership...Entry levelWeekly payLocal areaRelocation package
$64.35k - $75.01k
...Health is the premier and fastest-growing orthopedic practice on Long Island, providing comprehensive care that helps thousands of our... ...experience. 1-3 years of relevant experience, required. Seniority level Entry level Employment type Full-time Job function...Entry levelFull time- ...one of the best companies to work for in Long Island, NY, is seeking a Senior Corporate... ...Assist in aspects of monthly and annual financial period close Prepare audit schedules and... ...with independent auditors Prepare journal entries (including analysis and documentation)...SuggestedHourly payContract work
- Responsibilities Kforce's client, one of Long Island, NY's most prominent Real Estate firms, is seeking a talented Staff Accountant to join their expanding Controller's department. The firm has great hours, offices, benefits, and a really nice culture. Responsibilities...SuggestedHourly payContract work
$60k - $65k
...Accountant supports the University's financial operations by performing a... ...preparing/entering journal entries, reconciling general ledger... .... One to three years of professional accounting experience is... ...& World Report, Adelphi is Long Island's oldest private co‑educational...SuggestedWork experience placementFlexible hours- ...customer service associate, or cashier, you are taking a step towards an opportunity that can help you learn, grow, and even develop a long‑lasting career! We know you're choosing to invest your time with us, and we are committed to doing the same for you through on-the-...Entry levelWeekly payFlexible hours
$50k - $105k
...in web data scraping using tools such as Beautiful Soup Salary Salary range: $50,000-$105,000 depending on experience. Seniority level Entry level Employment type Full-time Job function Information Technology Industries Legal Services #J-18808-Ljbffr SCHRODER & STROM,...Entry levelFull time$15 - $45 per hour
...Get AI-powered advice on this job and more exclusive features. Financial Institution - Alternative Investments provided pay range This... ...information Proficiency in MS Office Flexible hours M-F Seniority level Entry level Employment type Part-time Job function Administrative...Entry levelPart timeFlexible hours- ...potential is unlimited ? We’re expanding our Garden City Aflac team and looking for motivated, people-focused professionals to join us. No experience is required (entry-level) — we provide world‑class training, licensing support, and one‑on‑one coaching to help you build your...Entry levelWork at officeLocal areaWorldwideFlexible hours
- ...Electrocardiogram program that will prepare you for this high-demand, entry-level role. What does an ECG / EKG Technician do? An ECG / EKG... ...This program is an educational opportunity that requires a financial investment. Cost varies per partner school, but payment plans...Entry levelFlexible hours
Dreambound
Pierceville, KS1 day ago - ...finance team. This is an excellent opportunity for an accounting professional who enjoys working cross-functionally, thrives in a fast-... ...role in both day-to-day accounting operations and long-term financial initiatives. Benefits 401(k) Plan with Company Match Paid Time...Temporary workImmediate startFlexible hours
- Marketing Campaign Specialist - Entry Level At Prolific Evolutions , we are committed to delivering cutting‑edge solutions and exceptional service. As we continue to grow, we seek driven and enthusiastic Entry‑Level Marketing Campaign Representatives to join our team. This...Entry level
$37.44k
...transactions. Collects and analyzes customer financial information for multifaceted and/or... ...Framework. Qualifications Roles at this level typically require a university/college degree... ...spouse/child life insurance Short and long-term disability protection 401(k) with...Temporary workWork at office- Please Note: we will fully train the right candidate for this role, as it is an Entry Level position We are a renowned marketing firm utilizing personalized and sustainable advertising strategies to provide exposure for our clients’ products and services. Our exponential...Entry levelTraineeshipLocal area
$31 - $34.5 per hour
...customers to achieve positive financial outcomes while supporting... ...local community, establishing long‑term relationships and driving... ...connect with them on a personal level is critical to alleviating... ...such as government websites, professional tools, and team expertise to...Seasonal workLocal areaFlexible hoursAfternoon shift- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and...
WealthBridge Financial Group
Pierceville, KS4 days ago - ...resources, firm-funded growth support, and long-term expansion plans. Responsibilities... ...65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam... ...of experience as a wealth advisor, financial advisor, or private wealth professional...Work at officeImmediate start
- ...safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and... ...and facing real challenges as they prepare for long-term financial freedom. As a Financial Services Advisor...
$37.44k
...transactions. Collect and analyze customer financial information for multifaceted and/or... ...Selling Work Experience Roles at this level typically require a university / college... ...and spouse/child life insurance; short and long‑term disability protection; 401(k) with PNC...Full timeTemporary workPart timeWork experience placementWork at office$50k - $70k
...Range: $50,000 - 70,000, based on experience. Full time: Monday - Friday, 8 hour shift. Paid holiday and paid vacation. Seniority Level Entry level Employment Type Full-time Job Function Legal Industries Law Practice Garden City, NY #J-18808-Ljbffr Chopra & Nocerino...Entry levelFull timeMonday to FridayShift work$97k - $127k
...clients and advise them in all areas of their financial lives. Associate Wealth Advisors will... ...D Insurance Employer paid Short-term & Long-term Disability Paid Maternity &... ...Transit FSA Training Reimbursement Paid Professional Designations Giving back to the community...Permanent employmentTemporary workWork at officeFlexible hours- About the job Data Entry Operator | Junior (Remote) Important: You Will Receive An Email Within Next 2 Minutes After Applying , Check Your Inbox or Spam Folder For next steps. A Data Entry Clerk, is responsible for inputting data and making changes to existing data figures...Remote job
$16.5 - $18.5 per hour
...within the restaurant Be results-oriented: Drive and expect a high level of performance from the team Qualifications Passion for... ...opportunities to help you thrive as a Shift Manager. Seniority level Entry level Employment type Full-time Job function Management and...Entry levelFull timeFlexible hoursShift work- ...communication, attention to detail, and leading by example. If you’re dependable, confident in making decisions, and ready to step into an entry-level leadership role in a fast-paced environment, this is your opportunity to grow. What You’ll Do Create great guest experiences by...Entry levelHourly payWeekly payMinimum wageLocal areaFlexible hoursShift work
$68.4k - $91.2k
...the territory. This territory allows either an experienced or entry-level representative the opportunity to investigate and evaluate... ...adjust loss in a paperless environment provide superior and professional customer service once eligible, become a certified and active...Entry level$143.2k - $193.3k
...intersection of capital deployment, operational execution, and long-term value creation. Overview Our real estate verticals include... ...due diligence efforts for prospective acquisitions, including financial analysis, market research, and risk assessment Coordinate with...- ...take your career to the next level. As a Private Banker in the... ...your knowledge of investments, financial planning, credit and banking... ...objectives in the short, medium and long term through a holistic goals... ...Dynamic and credible professional who communicates with clarity...Temporary workWork experience placementLocal area
- ...Reconcile bank statements and credit card statements. Correspond with clients on bookkeeping issues via email or phone. Review financial reports for proper classification of income expense, assets and liability. Assistant bookkeepers with bookkeeping and tax filing...
$60k - $65k
...Staff Accountant supports the University’s financial operations by performing a range of... ...including preparing and entering journal entries, reconciling general ledger accounts,... ...Accounting is required. One to three years of professional accounting experience is required....Work experience placementWork at officeFlexible hours- ...Accountant with 3+ years of pubic accounting experience to join our team! Responsibilities Prepare and examine accounting records, financial statements, taxes, and other financial reports Analysis of accounts for business operations Assist with audits, review, and...
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