Entrepreneurial Financial Advisor — Grow Your Client Base

Wealthbridge-Financial-Group; West Sayville (NY); On-site; USD 70,000 - 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 with clients, map out financial futures, and build a practice that’s truly yours, backed by an experienced team.

You’ll design personalized plans spanning retirement, investments, insurance, and estate planning while staying ahead of market trends and new products. This role offers mentorship, a collaborative culture, and opportunities to grow your client

Responsibilities

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

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit with clients, map out financial futures, and build a practice that’s truly yours, backed by an experienced team.

You’ll design personalized plans spanning retirement, investments, insurance, and estate planning while staying ahead of market trends and new products. This role offers mentorship, a collaborative culture, and opportunities to grow your client