Entrepreneurial Financial Advisor: Build Your Practice

WealthBridge Financial Group; Town of Babylon (NY); Presencial; USD 70.000 - 150.000; Jornada completa

Descripción de la vacante

WealthBridge Financial Group in Long Island is seeking driven Financial Professionals to join our Garden City and Melville offices. You will meet with clients, map out their financial futures, and build a practice that's yours with support from an experienced team.

You thrive as an entrepreneur, enjoy talking with people, and are motivated by growing a client base through referrals, networking, and smart planning. We'll provide mentorship and a proven platform to help you succeed.

Formación

• Entrepreneurial mindset and desire to build something of your own.
• People enjoy talking to you and you earn trust.
• You want a career and a business you own, not just a paycheck.
• You set goals and push yourself to hit them without constant supervision.
• You're curious about money and how it grows, protects and changes lives.
• Sales, finance, or client-service experience helps, but hunger and coachability matter more.

Responsabilidades

• Build lasting relationships with clients using a consultative, client-first approach.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Bring in internal specialists and other professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with company support.
• Stay sharp by keeping up with market trends and evolving planning strategies.

Conocimientos

Entrepreneurial mindset

People skills

Self-motivated

Goal oriented

Descripción del empleo

WealthBridge Financial Group in Long Island is seeking driven Financial Professionals to join our Garden City and Melville offices. You will meet with clients, map out their financial futures, and build a practice that's yours with support from an experienced team.

You thrive as an entrepreneur, enjoy talking with people, and are motivated by growing a client base through referrals, networking, and smart planning. We'll provide mentorship and a proven platform to help you succeed.