Entrepreneurial Wealth Advisor

Wealthbridge-Financial-Group; New York (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Professional development

Job summary

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to join our Long Island offices, Garden City and Melville. You’ll work directly with clients to map out their financial future and grow a practice that is truly yours, backed by an experienced team.

You’ll design personalized plans covering retirement, investments, insurance, and estate planning, educate clients for confident decisions, and collaborate with CPAs and specialists to deliver holistic solutions while

Qualifications

• Bachelor's degree in finance or related field required.
• Strong ability to build long-term client relationships.
• Willingness to learn and adapt in a dynamic advisory environment.

Responsibilities

• Build lasting relationships with clients across individuals, families, and business owners.
• Design personalized strategies for retirement, investments, insurance, and estate planning.
• Educate clients on financial options and facilitate informed decisions.
• Collaborate with internal specialists to deliver holistic solutions.
• Grow the client base through networking, referrals, and marketing support.

Skills

Entrepreneurial spirit

Relationship building

Client focus

Networking

Education

Bachelor's degree in finance or related field

Tools

CRM software

Financial planning tools

Job description

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to join our Long Island offices, Garden City and Melville. You’ll work directly with clients to map out their financial future and grow a practice that is truly yours, backed by an experienced team.

You’ll design personalized plans covering retirement, investments, insurance, and estate planning, educate clients for confident decisions, and collaborate with CPAs and specialists to deliver holistic solutions while