Entrepreneurial Financial Advisor - Build Your Practice

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Mentorship

Licensing support

Training

Digital marketing tools

Flexible career path

Job summary

WealthBridge Financial Group in Hauppauge, NY seeks entrepreneurial Financial Professionals to build their own practice with the support of an experienced, collaborative network. You will work closely with clients to craft personalized strategies across retirement, investments, insurance, and estate planning.

You'll grow your book of business through networking and referrals, while leveraging advanced planning resources, marketing tools, and licensing support in a culture that emphasizes

Qualifications

• Entrepreneurial mindset and strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.

Responsibilities

• Develop and maintain long-term client relationships with a consultative approach.
• Analyze clients' goals and design personalized financial strategies across retirement, investments, insurance, and estate planning.
• Provide education and guidance to help clients make informed financial decisions.
• Collaborate with CPAs and other professionals to deliver holistic solutions.
• Grow your book of business through networking, referrals, and marketing initiatives.
• Stay current on financial markets, products, and planning strategies.

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused

Self-motivated

Disciplined

Goal-oriented

Business development

Tools

Networking tools

Marketing tools

Job description

WealthBridge Financial Group in Hauppauge, NY seeks entrepreneurial Financial Professionals to build their own practice with the support of an experienced, collaborative network. You will work closely with clients to craft personalized strategies across retirement, investments, insurance, and estate planning.

You'll grow your book of business through networking and referrals, while leveraging advanced planning resources, marketing tools, and licensing support in a culture that emphasizes