Aspiring Financial Advisor — Build Your Own Practice

WealthBridge Financial Group; Hicksville (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Mentorship

Professional development

Marketing and business development支持

Digital planning tools

Flexible career path

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You will meet with clients, map out their financial futures, and build a personalized practice with the backing of an experienced team.

You will design comprehensive strategies across retirement, investments, insurance, and estate planning, educate clients for informed decisions, and collaborate with CPAs and other experts to deliver holistic solutions.

Qualifications

• Entrepreneurial mindset and desire to build something of your own.
• Strong interpersonal skills and ability to earn trust.
• You want a career and a business you own, not just a paycheck.
• You set goals and push yourself to hit them without supervision.
• You're curious about money—how it grows, protects, and changes lives.
• Sales, finance, or client-service experience helps, but hunger and coachability matter more.

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients, breaking down complex topics for confident decisions.
• Bring in internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with support from the firm.
• Stay sharp by tracking market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

People skills

Ownership mindset

Goal setting

Curiosity about money

Sales/client-service experience

Job description

WealthBridge Financial Group is seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You will meet with clients, map out their financial futures, and build a personalized practice with the backing of an experienced team.

You will design comprehensive strategies across retirement, investments, insurance, and estate planning, educate clients for informed decisions, and collaborate with CPAs and other experts to deliver holistic solutions.