Entrepreneurial Financial Advisor: Build Your Practice

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

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial futures, and build a personalized practice with the guidance of an experienced team.

You’ll design plans spanning retirement, investments, insurance, and estate planning, and you’ll educate clients to make confident, informed decisions while expanding your book through networking and referrals.

Qualifications

• Must be entrepreneurial and capable of building your own practice.
• Ability to earn clients' trust through a consultative approach.
• Desire for a career and business ownership, not just a paycheck.
• Goal-oriented and self-driven with a client-centric focus.
• Curious about money and how wealth grows and protects families.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed financial decisions.
• Partner with internal specialists to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing with support from the firm.
• Stay up-to-date with market trends and new products to keep clients ahead.

Skills

Relationship building

Consultative selling

Financial planning basics

Networking

Entrepreneurial mindset

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial futures, and build a personalized practice with the guidance of an experienced team.

You’ll design plans spanning retirement, investments, insurance, and estate planning, and you’ll educate clients to make confident, informed decisions while expanding your book through networking and referrals.