Entrepreneurial Financial Advisor - Build Your Own Practice

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

Benefits offered by this job

Collaborative network

Licensing support

Flexible career path

Professional development

Job summary

WealthBridge Financial Group in New York seeks motivated Financial Professionals to develop customized financial strategies while building their own practice within a collaborative network.

You will work with individuals, families, and business owners, delivering retirement, investment, insurance, and estate planning solutions. This role offers a flexible career path with strong support and licensing assistance.

Qualifications

• 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.

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.

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Tools

Licensing support

Job description

WealthBridge Financial Group in New York seeks motivated Financial Professionals to develop customized financial strategies while building their own practice within a collaborative network.

You will work with individuals, families, and business owners, delivering retirement, investment, insurance, and estate planning solutions. This role offers a flexible career path with strong support and licensing assistance.