Entrepreneurial Financial Advisor & Wealth Planner

Wealthbridge-Financial-Group; Philadelphia (Philadelphia County); Presencial; USD 60.000 - 110.000; Jornada completa

Descripción de la vacante

WealthBridge Financial Group is seeking driven Financial Professionals to join our team in Long Island, with offices in Garden City and Melville. You will work directly with clients to map out their financial future and build a personal practice, backed by an experienced, collaborative team.

You will earn a client-first trust-based approach, design personalized plans for retirement, investments, insurance, and estate planning, and grow your business with marketing and referrals support.

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, CPAs, and other professionals for holistic solutions.
• Grow your book by networking, referrals, and marketing with company support.
• Stay sharp by keeping up with market trends and evolving planning strategies.

Descripción del empleo

WealthBridge Financial Group is seeking driven Financial Professionals to join our team in Long Island, with offices in Garden City and Melville. You will work directly with clients to map out their financial future and build a personal practice, backed by an experienced, collaborative team.

You will earn a client-first trust-based approach, design personalized plans for retirement, investments, insurance, and estate planning, and grow your business with marketing and referrals support.