Entrepreneurial Financial Advisor: Build Your Practice

Wealthbridge-Financial-Group; Hicksville (NY); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Mentorship program

Job summary

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals for our Long Island offices in Garden City and Melville. You’ll meet with clients to map out their financial future and build a practice that’s truly yours, supported by an experienced team every step of the way.

You’ll develop tailored strategies across retirement, investments, insurance, and estate planning, educate clients to make informed decisions, and collaborate with CPAs and specialists to deliver holistic

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for informed decisions.

Job description

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals for our Long Island offices in Garden City and Melville. You’ll meet with clients to map out their financial future and build a practice that’s truly yours, supported by an experienced team every step of the way.

You’ll develop tailored strategies across retirement, investments, insurance, and estate planning, educate clients to make informed decisions, and collaborate with CPAs and specialists to deliver holistic