Junior Financial Advisor: Mentorship & Growth Path

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 60,000 - 120,000; Full time

Job summary

WealthBridge Financial Group on Long Island invites driven Financial Professionals to join our Garden City and Melville offices. You’ll sit across from clients, assess their goals, and build a practice that’s truly yours with an experienced team backing you.

You’ll craft retirement, investment, insurance, and estate plans, educate clients, and expand your book through referrals and marketing support. If you’re entrepreneurial, people-focused, and eager to help clients secure their financial

Qualifications

• Entrepreneurial mindset with desire to build own business.
• Strong communication and trust-building skills.
• Interest in financial planning across retirement, investments, and estate planning.

Responsibilities

• Meet clients in person and map their financial future.
• Design personalized financial plans with internal experts.
• Grow client base through referrals and networking.
• Stay informed about market trends and planning strategies.

Skills

Entrepreneurial mindset

People skills

Sales experience

Finance knowledge

Client-service experience

Job description

WealthBridge Financial Group on Long Island invites driven Financial Professionals to join our Garden City and Melville offices. You’ll sit across from clients, assess their goals, and build a practice that’s truly yours with an experienced team backing you.

You’ll craft retirement, investment, insurance, and estate plans, educate clients, and expand your book through referrals and marketing support. If you’re entrepreneurial, people-focused, and eager to help clients secure their financial