Entrepreneurial Financial Advisor: Build Your Own Book

WealthBridge Financial Group; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Mentorship

Team culture

Meaningful work

Licensing support

Training & development

Marketing support

Technology tools

Job summary

WealthBridge Financial Group is growing and seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You will meet clients, map out financial futures, and build a personal practice with support from an experienced team.

Join a culture that rewards entrepreneurship, collaboration, and lifelong learning as you design comprehensive strategies across retirement, investments, insurance, and estate planning.

Qualifications

• Entrepreneurial mindset and willingness to build something of your own.
• Strong interpersonal skills and ability to earn client trust.
• Desire for a long-term career as a business owner, not just a paycheck.
• Goal-oriented with self-motivation and drive.
• Curiosity about money, wealth growth, and financial planning.
• Experience in sales, finance, or client service helps but is not mandatory.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by explaining complex topics in an accessible way to enable informed decisions.
• Collaborate with internal specialists and other professionals to deliver holistic solutions.
• Grow your client base through networking, referrals, and targeted marketing with our support.
• Stay current with market trends, products, and planning strategies to keep clients ahead.

Job description

WealthBridge Financial Group is growing and seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You will meet clients, map out financial futures, and build a personal practice with support from an experienced team.

Join a culture that rewards entrepreneurship, collaboration, and lifelong learning as you design comprehensive strategies across retirement, investments, insurance, and estate planning.