Entrepreneurial Wealth Advisor and Planner

WealthBridge Financial Group; Manhasset Hills (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Marketing support

Flexible path

Business development tools

Job summary

WealthBridge Financial Group is seeking Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit across from clients, map out their financial future, and build a practice that is truly yours with a collaborative support team.

You'll build lasting relationships, design personalized strategies across retirement, investments, insurance, and estate planning, and empower clients by breaking down complex topics for confident decisions.

Qualifications

• Entrepreneurial mindset with drive to build a personal client book.
• Strong communication and trust with clients.
• Sales, finance, or client-service background helps; hunger and coachability matter.

Responsibilities

• Build lasting client relationships through a consultative approach.
• Design personalized financial plans covering retirement, investments, and estate planning.
• Educate clients, enabling informed financial decisions.
• Partner with internal experts to deliver holistic solutions.
• Grow client base through networking, referrals, and marketing.
• Stay current with market trends and planning strategies.

Skills

Entrepreneurial mindset

Client relationship skills

Networking

Marketing

Sales experience

Job description

WealthBridge Financial Group is seeking Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit across from clients, map out their financial future, and build a practice that is truly yours with a collaborative support team.

You'll build lasting relationships, design personalized strategies across retirement, investments, insurance, and estate planning, and empower clients by breaking down complex topics for confident decisions.