Entrepreneurial Financial Advisor: Build Your Own Practice

Wealthbridge-Financial-Group; Melville (NY); On-site; USD 60,000 - 120,000; Full time

Job summary

WealthBridge Financial Group seeks driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial future, and build a practice that’s truly yours with an experienced, collaborative team behind you.

You’ll develop personalized plans across retirement, investments, insurance, and estate planning, educate clients for confident decisions, and grow your client base through networking and referrals, with mentorship

Responsibilities

• Build lasting relationships with clients.
• Design custom financial strategies covering retirement, investments, insurance, and estate planning.
• Educate clients and empower them to make informed decisions.

Job description

WealthBridge Financial Group seeks driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial future, and build a practice that’s truly yours with an experienced, collaborative team behind you.

You’ll develop personalized plans across retirement, investments, insurance, and estate planning, educate clients for confident decisions, and grow your client base through networking and referrals, with mentorship