Entrepreneurial Wealth Advisor: Mentored Growth Path

WealthBridge Financial Group; Melville (NY); On-site; USD 80,000 - 160,000; Full time

Job summary

WealthBridge Financial Group in Garden City and Melville, NY is seeking motivated Financial Professionals to join our growing team. You’ll meet with clients, map out financial futures, and build a practice that’s yours with experienced support behind you.

You’ll design retirement, investment, insurance, and estate plans; educate clients on complex topics; and collaborate with CPAs and specialists to deliver holistic solutions while expanding your client base through networking and referrals.

Qualifications

• Entrepreneurial mindset and drive to build a personal client practice.
• Strong interpersonal skills and ability to earn client trust.
• Desire for a long-term career and business ownership rather than a fixed salary.

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design personalized plans covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with our support behind you.
• Stay sharp by keeping up with market trends and evolving planning strategies.

Job description

WealthBridge Financial Group in Garden City and Melville, NY is seeking motivated Financial Professionals to join our growing team. You’ll meet with clients, map out financial futures, and build a practice that’s yours with experienced support behind you.

You’ll design retirement, investment, insurance, and estate plans; educate clients on complex topics; and collaborate with CPAs and specialists to deliver holistic solutions while expanding your client base through networking and referrals.