Entrepreneurial Wealth Advisor & Practice Builder

WealthBridge Financial Group; Manhasset Hills (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Entrepreneurial growth

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. In this role you’ll meet with clients, map out financial futures, and build a personal practice with the support of an experienced team.

Entrepreneurial mindset, people skills, and a client-first approach help you grow a robust book while receiving mentorship, flexible pathways, and ongoing professional development.

Qualifications

• Entrepreneurial mindset and self-motivation
• Strong interpersonal and communication skills
• Desire to build a personal client base and practice

Responsibilities

• Build lasting client relationships with a consultative, client-first approach
• Design personalized financial strategies covering retirement, investments, insurance, and estate planning
• Educate clients on complex financial topics and empower informed decisions
• Collaborate with internal specialists and other professionals to deliver holistic solutions
• Grow client base through networking, referrals, and strategic marketing with company support
• Stay informed on market trends and evolving planning strategies to keep clients ahead

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. In this role you’ll meet with clients, map out financial futures, and build a personal practice with the support of an experienced team.

Entrepreneurial mindset, people skills, and a client-first approach help you grow a robust book while receiving mentorship, flexible pathways, and ongoing professional development.