Entrepreneurial Financial Advisor: Build Your Own Practice

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

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit with clients, map out their financial futures, and build a personal practice with a collaborative team supporting you every step of the way.

As part of our growth, you’ll design customized strategies across retirement, investments, insurance, and estate planning, while educating clients to make informed decisions and expand your book through networking

Responsibilities

• Build lasting relationships with clients
• Design personalized financial strategies across retirement, investments, insurance, and estate planning
• Educate clients by breaking down complex topics
• Partner with internal specialists to deliver holistic solutions
• Grow client base through networking, referrals, and marketing
• Stay updated on market trends and new planning strategies

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit with clients, map out their financial futures, and build a personal practice with a collaborative team supporting you every step of the way.

As part of our growth, you’ll design customized strategies across retirement, investments, insurance, and estate planning, while educating clients to make informed decisions and expand your book through networking