Entrepreneurial Financial Advisor: Build Your Practice

WealthBridge Financial Group; Hicksville (NY); On-site; USD 80,000 - 140,000; Full time

Job summary

WealthBridge Financial Group in Long Island seeks motivated Financial Professionals to build and manage their own client practice from Garden City and Melville. You’ll meet with individuals, families, and business owners to map out financial futures and create personalized plans.

You’ll work with an experienced team, access comprehensive resources, and receive mentorship as you grow your client base through networking, referrals, and targeted marketing.

Responsibilities

• Build lasting relationships. You'll earn clients' trust with a consultative, client-first approach that keeps them with you for years
• Design custom strategies. You'll dig into each client's goals and create personalized plans covering retirement, investments, insurance, and estate planning
• Educate and empower. You'll break down complex topics so clients can make confident, informed decisions
• Bring in the experts. You'll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Grow your book. You'll expand your client base through networking, referrals, and marketing, with our support behind you
• Stay sharp. You'll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead

Job description

WealthBridge Financial Group in Long Island seeks motivated Financial Professionals to build and manage their own client practice from Garden City and Melville. You’ll meet with individuals, families, and business owners to map out financial futures and create personalized plans.

You’ll work with an experienced team, access comprehensive resources, and receive mentorship as you grow your client base through networking, referrals, and targeted marketing.