Entrepreneurial Financial Advisor: Build Your Own Practice

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

Benefits offered by this job

No salary ceiling

Real mentorship

Team culture

Meaningful work

Entrepreneurial environment

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will meet clients, map out their financial future, and build a practice with the support of an experienced team behind you.

You will design personalized plans across retirement, investments, insurance, and estate planning, helping clients make informed decisions and grow their wealth with an entrepreneurial approach.

Qualifications

• Entrepreneurial mindset and desire to build something of your own.
• Strong interpersonal skills and ability to earn trust.
• Career ownership mindset, not just a paycheck.
• Goal-oriented with self-motivation and discipline.
• Curiosity about money: how it grows and how it's protected.
• Sales, finance, or client-service experience helps; hunger and coachability matter.

Responsibilities

• Build lasting relationships with clients to earn trust and retain them.
• Design customized financial strategies across retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Collaborate with internal specialists, CPAs, and other professionals for holistic solutions.
• Grow your client base through networking, referrals, and marketing with support from the firm.
• Stay current with market trends and evolving planning strategies to keep clients ahead.

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will meet clients, map out their financial future, and build a practice with the support of an experienced team behind you.

You will design personalized plans across retirement, investments, insurance, and estate planning, helping clients make informed decisions and grow their wealth with an entrepreneurial approach.