Financial Advisor Trainee: Build Your Client Practice

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

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will work directly with clients to map out their financial future, designing personalized strategies across retirement, investments, insurance, and estate planning.

You will be part of an entrepreneurial team that supports growth, mentorship, and collaborative problem solving, with a focus on building a lasting advisory practice and expanding your client base.

Qualifications

• Entrepreneurial mindset and ability to build a practice
• Strong client-facing communication and listening skills
• Ability to network and grow a client base
• Comfort collaborating with specialists and professionals

Responsibilities

• Build lasting client relationships with a consultative approach
• Design personalized financial plans covering retirement, investments, insurance, and estate goals
• Educate clients to empower informed decisions
• Collaborate with CPAs and other professionals to deliver holistic solutions
• Grow client base through networking and referrals with firm support
• Stay informed on market trends and planning strategies

Skills

Entrepreneurial mindset

Client relationship

Communication

Networking

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will work directly with clients to map out their financial future, designing personalized strategies across retirement, investments, insurance, and estate planning.

You will be part of an entrepreneurial team that supports growth, mentorship, and collaborative problem solving, with a focus on building a lasting advisory practice and expanding your client base.