Entrepreneurial Wealth Advisor: Build Your Practice & Impact

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

Job summary

WealthBridge Financial Group in Long Island is seeking motivated Financial Professionals to join our growing team in Garden City and Melville. You will work directly with clients to map out financial futures, building a practice that is truly yours with strong team backing.

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

Responsibilities

• Build lasting relationships with clients through consultative, client-first approach.
• Design custom strategies across retirement, investments, insurance, and estate planning.
• Educate clients to empower informed decisions.
• Partner with internal specialists to deliver holistic solutions.
• Grow your book via networking, referrals, and marketing with company support.
• Stay sharp on market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

People skills

Goal setting

Money curiosity

Sales experience

Coachability

Job description

WealthBridge Financial Group in Long Island is seeking motivated Financial Professionals to join our growing team in Garden City and Melville. You will work directly with clients to map out financial futures, building a practice that is truly yours with strong team backing.

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