Entrepreneurial Financial Advisor & Wealth Planner

Wealthbridge-Financial-Group; New York (NY); Vor Ort; USD 70.000 - 120.000; Vollzeit

Zusammenfassung

WealthBridge Financial Group on Long Island is seeking driven Financial Professionals to join our Garden City and Melville offices. You will meet clients, map out their financial futures, and build a practice that is truly yours with an experienced, collaborative team behind you.

You’ll design personalized plans across retirement, investments, insurance, and estate planning, educate clients in clear terms, and grow your book through networking and referrals with WealthBridge support behind you.

Qualifikationen

• Experience in sales or financial services is beneficial.
• Strong interpersonal and communication skills are essential.
• Entrepreneurial mindset with a drive to build your own business.

Aufgaben

• Build lasting relationships with clients.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for informed decisions.
• Bring in the experts by collaborating with internal specialists, CPAs, and other professionals.
• Grow your book through networking, referrals, and marketing with company support.
• Stay sharp by keeping up with market trends, products, and planning strategies.

Kenntnisse

Sales

Finance

Client-service

Jobbeschreibung

WealthBridge Financial Group on Long Island is seeking driven Financial Professionals to join our Garden City and Melville offices. You will meet clients, map out their financial futures, and build a practice that is truly yours with an experienced, collaborative team behind you.

You’ll design personalized plans across retirement, investments, insurance, and estate planning, educate clients in clear terms, and grow your book through networking and referrals with WealthBridge support behind you.