Entrepreneurial Financial Advisor - Build Your Client Practice

WealthBridge Financial Group; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Marketing support

Licensing support

Flexible career path

Modern technology

Job summary

WealthBridge Financial Group is seeking proactive Financial Professionals for our Long Island offices in Garden City and Melville. You’ll meet clients, map out their financial future, and build a practice that’s truly yours with a supportive team behind you.

You’ll work to design retirement, investment, insurance, and estate plans while staying ahead of market trends and regulatory changes. Ownership mindset and client-first service are valued here.

Qualifications

• Entrepreneurial mindset with desire to build your own practice.
• Strong interpersonal skills and ability to earn trust.
• Own career with focus on client outcomes rather than a fixed salary.
• Goal-oriented, self-motivated, and coachable.
• Interest in money, growth, protection, and life-changing planning.
• Sales, finance or client-service experience helpful; hunger matters more.

Responsibilities

• Build lasting relationships with clients and earn their trust.
• Design personalized financial strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed decisions.
• Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing with support.
• Stay current with market trends and evolving planning strategies.

Job description

WealthBridge Financial Group is seeking proactive Financial Professionals for our Long Island offices in Garden City and Melville. You’ll meet clients, map out their financial future, and build a practice that’s truly yours with a supportive team behind you.

You’ll work to design retirement, investment, insurance, and estate plans while staying ahead of market trends and regulatory changes. Ownership mindset and client-first service are valued here.