Entrepreneurial Wealth Advisor: Build Your Own Practice

WealthBridge Financial Group; Elmont (NY); On-site; USD 60,000 - 110,000; Full time

Job summary

WealthBridge Financial Group in Long Island (Garden City and Melville) is seeking driven Financial Professionals to build a personal practice with an experienced, collaborative team behind you. You’ll meet clients, map out their financial futures, and design customized strategies across retirement, investments, insurance, and estate planning.

This role emphasizes entrepreneurship, mentor-led growth, and a client-first approach, with ongoing training and resources to help you expand your book

Qualifications

• Entrepreneurial mindset with a desire to build your own practice.
• Willingness to grow your book through networking and referrals.
• Coachable and hungry for success in financial services.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients on complex financial topics to enable informed decisions.
• Collaborate with internal specialists and other professionals to deliver holistic solutions.
• Grow your client base through networking and referrals with support from the firm.
• Stay current with market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

Trust-building

Networking

Marketing

Client-service oriented

Job description

WealthBridge Financial Group in Long Island (Garden City and Melville) is seeking driven Financial Professionals to build a personal practice with an experienced, collaborative team behind you. You’ll meet clients, map out their financial futures, and design customized strategies across retirement, investments, insurance, and estate planning.

This role emphasizes entrepreneurship, mentor-led growth, and a client-first approach, with ongoing training and resources to help you expand your book