Financial Planner: Grow Your Own Client Practice

Wealthbridge-Financial-Group; Town of Babylon (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Mentorship

Entrepreneurial career path

Job summary

WealthBridge Financial Group in Garden City and Melville seeks driven Financial Professionals to help clients map their financial future and build a personalized practice, backed by an experienced, collaborative team.

You’ll meet clients, design retirement, investment, insurance and estate plans, educate for confident decisions, and grow your book through networking and referrals with our support. This is a role that rewards entrepreneurship and meaningful client impact.

Qualifications

• Entrepreneurial spirit and client-first mindset.
• Excellent interpersonal and communication skills.
• Ability to build trust and long-term client relationships.

Responsibilities

• Build lasting relationships with clients and earn their trust.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Bring in experts through partnerships with CPAs and professionals.
• Grow your book through networking, referrals, and marketing with support from the firm.
• Stay up-to-date with market trends and planning strategies.

Skills

Entrepreneurial mindset

Communication

Networking

Job description

WealthBridge Financial Group in Garden City and Melville seeks driven Financial Professionals to help clients map their financial future and build a personalized practice, backed by an experienced, collaborative team.

You’ll meet clients, design retirement, investment, insurance and estate plans, educate for confident decisions, and grow your book through networking and referrals with our support. This is a role that rewards entrepreneurship and meaningful client impact.