Entrepreneurial Wealth Advisor — Build Your Own Practice

WealthBridge Financial Group; Elmont (NY); Presencial; USD 60.000 - 120.000; Jornada completa

Descripción de la vacante

WealthBridge Financial Group on Long Island (Garden City and Melville) seeks driven Financial Professionals to help individuals, families, and business owners map out their financial future. You’ll build a practice that’s truly yours with a seasoned team behind you.

You’ll design personalized strategies across retirement, investments, insurance, and estate planning, and grow your client base through networking and referrals, supported by advanced planning resources and mentorship.

Responsabilidades

• Build lasting relationships with clients through a consultative, client-first approach that fosters long-term trust.
• Design custom financial plans covering retirement, investments, insurance, and estate planning tailored to each client.
• Educate clients by breaking down complex financial topics to enable informed decisions.
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic planning solutions.
• Grow your client base through networking, referrals, and targeted marketing with support from the firm.
• Stay sharp on market trends and new products to keep clients ahead of the curve.

Descripción del empleo

WealthBridge Financial Group on Long Island (Garden City and Melville) seeks driven Financial Professionals to help individuals, families, and business owners map out their financial future. You’ll build a practice that’s truly yours with a seasoned team behind you.

You’ll design personalized strategies across retirement, investments, insurance, and estate planning, and grow your client base through networking and referrals, supported by advanced planning resources and mentorship.