Entrepreneurial Financial Advisor: Start Your Own Practice

WealthBridge Financial Group; Hauppauge (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 across from clients, map out financial futures, and build a personal practice with the support of an experienced, collaborative team.

You’ll design retirement, investment, insurance, and estate plans, educate clients to make confident decisions, and grow your book through networking and referrals. Mentorship and advanced planning tools back you every step.

Qualifications

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients to enable informed, confident decisions.
• Partner with internal specialists and CPAs for holistic solutions.
• Grow your book through networking and referrals with supported resources.
• Stay ahead of market trends and evolving planning strategies.

Responsibilities

• Build lasting relationships with clients.
• Design personalized financial plans for retirement, investments, insurance, and estate planning.
• Educate clients to make informed decisions.
• Partner with internal specialists to deliver holistic solutions.
• Grow your client base through networking and referrals.
• Stay up-to-date with market trends and planning strategies.

Skills

Entrepreneurial mindset

Relationship-building

Sales experience

Finance knowledge

Education

Bachelor's degree preferred

Tools

CRM software

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out financial futures, and build a personal practice with the support of an experienced, collaborative team.

You’ll design retirement, investment, insurance, and estate plans, educate clients to make confident decisions, and grow your book through networking and referrals. Mentorship and advanced planning tools back you every step.