Entrepreneurial Wealth Advisor & Planner

Wealthbridge-Financial-Group; Darien (CT); On-site; USD 70,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is seeking Financial Professionals for our Long Island offices in Garden City and Melville. You will work directly with clients to map out their financial future and build a practice that is truly yours, backed by an experienced, collaborative team.

You’ll meet with individuals, families, and business owners, creating personalized plans across retirement, investments, insurance, and estate planning, while staying ahead of market trends and opportunities.

Qualifications

• Entrepreneurial mindset with client-facing skills
• Ability to build trust and long-term relationships
• Interest in financial planning and wealth management

Responsibilities

• Build lasting relationships with clients using consultative, client-first approach
• Design personalized strategies 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 support
• Stay updated on market trends, products, and planning strategies

Job description

WealthBridge Financial Group is seeking Financial Professionals for our Long Island offices in Garden City and Melville. You will work directly with clients to map out their financial future and build a practice that is truly yours, backed by an experienced, collaborative team.

You’ll meet with individuals, families, and business owners, creating personalized plans across retirement, investments, insurance, and estate planning, while staying ahead of market trends and opportunities.