Entrepreneurial Wealth Advisor - Grow Your Practice

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

Job summary

WealthBridge Financial Group in Melville, NY is seeking motivated Financial Professionals to work with clients to develop customized financial strategies and grow their own practice with support from an experienced network. You will build long-term client relationships, stay current on markets, and collaborate with CPAs and specialists to deliver holistic solutions.

This role offers a collaborative environment, uncapped growth potential, and a path to licensing and ongoing professional

Qualifications

• Entrepreneurial mindset and strong interpersonal skills
• Desire to build a client-focused business and long-term career
• Self-motivated, disciplined, and goal-oriented
• Interest in financial services, wealth management, or business development
• Prior experience in sales, finance, or client service is a plus (not required)

Responsibilities

• Develop and maintain long-term client relationships through a client-first, consultative approach
• Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
• Provide education and guidance to help clients make informed financial decisions
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Build and grow your own book of business through networking, referrals, and marketing initiatives
• Stay current on financial markets, products, and planning strategies

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client service

Sales experience

Job description

WealthBridge Financial Group in Melville, NY is seeking motivated Financial Professionals to work with clients to develop customized financial strategies and grow their own practice with support from an experienced network. You will build long-term client relationships, stay current on markets, and collaborate with CPAs and specialists to deliver holistic solutions.

This role offers a collaborative environment, uncapped growth potential, and a path to licensing and ongoing professional