Entrepreneurial Financial Advisor: Build Your Practice

Wealthbridge-Financial-Group

Melville (NY)

On-site

USD 90,000 - 150,000

Full time

3 days ago

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Benefits offered by this job

Mentorship program

Licensing support

Professional development

Tech-enabled platform

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our Long Island offices in Garden City and Melville. You will build and manage your own client practice, designing personalized plans that cover retirement, investments, insurance, and estate planning.

You’ll partner with internal specialists to deliver comprehensive solutions while growing your book through networking, referrals, and marketing support.

Qualifications

Entrepreneurial spirit with drive to build a client-based practice.
Strong interpersonal skills and ability to earn trust.
Interest in money growth, protection, and planning.
Willingness to network and market services.
Sales experience is helpful but not required.

Responsibilities

Build lasting client relationships with a consultative approach.
Design personalized financial plans covering retirement, investments, and estate planning.
Educate clients to make informed, confident decisions.
Collaborate with internal specialists and CPAs to deliver holistic solutions.
Grow your client base through networking and referrals with support from the firm.
Stay current on market trends and planning strategies.

Skills

Entrepreneurial mindset

People skills

Sales experience (beneficial)

Financial planning

Networking

Tools

Integrated Wealth Resources

Job description

You’ll partner with internal specialists to deliver comprehensive solutions while growing your book through networking, referrals, and marketing support.

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