Entrepreneurial Financial Advisor: Build Your Own Practice

Wealthbridge-Financial-Group; Hicksville (NY); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Real mentorship

Marketing support

Licensing assistance

Entrepreneurial freedom

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll meet with clients to map out their financial future and build a practice that’s yours, backed by a collaborative team.

You’ll design personalized strategies across retirement, investments, insurance, and estate planning, educate clients for informed decisions, and grow your book with our support.

Qualifications

• Entrepreneurial drive and ability to build a client base.
• Strong communication and relationship-building skills.
• Willingness to learn and adapt with mentorship.

Responsibilities

• Build lasting client relationships with a consultative approach.
• Design personalized retirement, investments, insurance, and estate plans.
• Educate clients to help them make informed decisions.
• Collaborate with CPAs and professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing support.
• Stay ahead of market trends and new planning strategies.

Skills

Entrepreneurial mindset

People skills

Networking

Client service

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll meet with clients to map out their financial future and build a practice that’s yours, backed by a collaborative team.

You’ll design personalized strategies across retirement, investments, insurance, and estate planning, educate clients for informed decisions, and grow your book with our support.