Entrepreneurial Financial Advisor — Build Your Practice

WealthBridge Financial Group; Hackensack (NJ); On-site; USD 60,000 - 110,000; 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.

You’ll have an experienced, collaborative team behind you every step of the way. You’ll design personalized plans covering retirement, investments, insurance, and estate planning, while expanding your client base through networking and referrals with our support

Qualifications

• Entrepreneurial mindset and a client-first approach.
• Strong communication and relationship-building skills.
• Willingness to grow a personal book of business.

Responsibilities

• Build lasting relationships with clients using a consultative approach.
• Design personalized strategies across retirement, investments, insurance and estate planning.
• Educate clients to help them make informed financial decisions.
• Partner with CPAs and other professionals to deliver holistic solutions.
• Grow your client base through networking and referrals with firm support.
• Stay updated on market trends and new products.

Skills

Relationship building

Sales mindset

Client service

Networking

Financial planning

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.

You’ll have an experienced, collaborative team behind you every step of the way. You’ll design personalized plans covering retirement, investments, insurance, and estate planning, while expanding your client base through networking and referrals with our support