Entrepreneurial Financial Advisor & Insurance Specialist

Wealthbridge-Financial-Group; Hackensack (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Professional development opportunities

Job summary

WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We’re growing and seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville.

You’ll sit across the table from clients, map out their financial futures, and build a practice that’s truly yours with an experienced team behind you. You’ll design strategies for retirement, investments, insurance, and estate planning, educate clients for

Qualifications

• Entrepreneurial mindset and a drive to build a personal practice.
• Excellent communication and ability to earn client trust.
• Interest in financial planning across retirement, investments, and estate planning.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, and insurance.
• Educate clients on complex topics to enable confident decisions.
• Collaborate with internal specialists and other professionals for holistic solutions.
• Grow your client base through networking, referrals, and marketing support.
• Stay current with market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

Strong communication

Relationship building

Sales experience

Financial knowledge

Tools

CRM software

Job description

WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We’re growing and seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville.

You’ll sit across the table from clients, map out their financial futures, and build a practice that’s truly yours with an experienced team behind you. You’ll design strategies for retirement, investments, insurance, and estate planning, educate clients for