Entrepreneurial Wealth Advisor — Grow Your Practice

WealthBridge Financial Group; New York (NY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Entrepreneurial path

Job summary

WealthBridge Financial Group is expanding and seeking driven Financial Professionals for 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’s yours with support from an experienced team.

You’ll design personalized retirement, investment, insurance, and estate plans; grow your client base through networking and referrals; and stay ahead with market trends and evolving strategies.

Qualifications

• Entrepreneurial mindset and strong client communication skills are valued.
• Ability to build trust and maintain long-term client relationships.
• Comfort with self-directed business development and growth.

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients on complex financial topics to enable informed decisions.
• Partner with internal specialists to deliver holistic solutions for clients.
• Grow your book through networking, referrals, and targeted marketing.

Skills

Relationship building

Client communication

Entrepreneurial mindset

Job description

WealthBridge Financial Group is expanding and seeking driven Financial Professionals for 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’s yours with support from an experienced team.

You’ll design personalized retirement, investment, insurance, and estate plans; grow your client base through networking and referrals; and stay ahead with market trends and evolving strategies.