Entrepreneurial Wealth Advisor

Wealthbridge-Financial-Group; Elmont (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial future, and build a practice that’s truly yours with experienced team support.

Ideal candidates are entrepreneurial, strong at building relationships, and hungry to grow a client base, while collaborating with internal specialists to deliver holistic wealth solutions.

Qualifications

• Entrepreneurial mindset and client-first approach.
• Ability to build and grow a personal financial practice.

Responsibilities

• Build lasting relationships with clients using a consultative approach.
• Design custom financial strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to empower informed decisions.
• Collaborate with internal specialists to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing support.
• Stay current with market trends and planning strategies.

Skills

Entrepreneurial mindset

Client relationships

Sales experience

Financial knowledge

Job description

WealthBridge Financial Group is seeking driven Financial Professionals for our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial future, and build a practice that’s truly yours with experienced team support.

Ideal candidates are entrepreneurial, strong at building relationships, and hungry to grow a client base, while collaborating with internal specialists to deliver holistic wealth solutions.