Independent Wealth Advisor & Growth Partner

Wealthbridge-Financial-Group; New York (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 sit across from clients, map their financial future, and build a practice that’s truly yours with an experienced team behind you.

You’ll design personalized plans covering retirement, investments, insurance, and estate planning, while educating clients to make confident decisions. Grow your book with our support and stay ahead with market insights.

Qualifications

• Entrepreneurial mindset with client-facing advisory experience.
• Ability to build trust and develop long-term client relationships.
• Strong communication, networking, and goal-driven mindset.

Responsibilities

• Build lasting relationships with clients using a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex financial topics for informed decisions.
• Bring in internal specialists and other professionals to deliver holistic solutions.
• Grow your client book through networking, referrals, and marketing with support from the firm.
• Stay sharp by keeping up with market trends and new products.

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit across from clients, map their financial future, and build a practice that’s truly yours with an experienced team behind you.

You’ll design personalized plans covering retirement, investments, insurance, and estate planning, while educating clients to make confident decisions. Grow your book with our support and stay ahead with market insights.