Entrepreneurial Financial Advisor: Build Lasting Wealth

WealthBridge Financial Group; Melville (NY); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

No salary ceiling

Mentorship

Team culture

Meaningful work

People-first firm

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals for its Long Island offices in Garden City and Melville. You’ll meet clients, map out their financial futures, and build a practice with expert team backing you. This role emphasizes entrepreneurship, mentorship, and client-focused wealth strategies.

You will work with individuals, families, and business owners, delivering personalized guidance and growing your advisory book with the firm’s support.

Qualifications

• The advertisement does not specify formal required skills or certifications.

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design customized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed financial decisions.
• Collaborate with internal specialists, CPAs, and other professionals for holistic solutions.
• Grow your client book through networking, referrals, and marketing support.
• Stay up-to-date with market trends, products, and planning strategies.

Job description

WealthBridge Financial Group is seeking driven Financial Professionals for its Long Island offices in Garden City and Melville. You’ll meet clients, map out their financial futures, and build a practice with expert team backing you. This role emphasizes entrepreneurship, mentorship, and client-focused wealth strategies.

You will work with individuals, families, and business owners, delivering personalized guidance and growing your advisory book with the firm’s support.