Junior Financial Advisor - Build Your Own Practice

WealthBridge Financial Group; Hicksville (NY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Professional development

Entrepreneurial culture

Team collaboration

Meaningful work

Job summary

WealthBridge Financial Group in Long Island (Garden City and Melville) is seeking driven Financial Professionals to meet with clients, map out financial futures, and build a practice you own with the support of an experienced team.

If you thrive on entrepreneurship, client service, and ongoing learning, this is a path to growth, mentorship, and a meaningful career helping individuals and business owners secure their financial future.

Qualifications

• Entrepreneurial mindset with drive to build a practice.
• Ability to design personalized plans for retirement, investments, insurance, and estate planning.
• Able to explain complex topics clearly to clients.

Responsibilities

• Build lasting client relationships and trust.
• Design personalized financial strategies for goals.
• Educate clients to make informed decisions.
• Collaborate with internal specialists to deliver holistic solutions.
• Grow client base through networking and referrals.

Skills

Entrepreneurial mindset

Client relationships

Consultative sales

Networking

Tools

CRM software

Job description

WealthBridge Financial Group in Long Island (Garden City and Melville) is seeking driven Financial Professionals to meet with clients, map out financial futures, and build a practice you own with the support of an experienced team.

If you thrive on entrepreneurship, client service, and ongoing learning, this is a path to growth, mentorship, and a meaningful career helping individuals and business owners secure their financial future.