Launch Your Financial Advisory Practice

Wealthbridge-Financial-Group; Hicksville (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

WealthBridge Financial Group in Garden City and Melville is seeking motivated Financial Professionals to build a personalized practice with an entrepreneurial mindset. You’ll sit with clients, map out retirement, investments, insurance, and estate planning, and collaborate with internal specialists to deliver holistic solutions.

You’ll grow your book through networking and referrals, educate clients in clear terms, and stay current on market trends and products to help clients secure their

Qualifications

• You think like an entrepreneur and want to build something of your own.
• People enjoy talking to you, and you’re good at earning trust.
• You want a career and a business you own, not just a paycheck.
• You set goals and push yourself to hit them without someone looking over your shoulder.
• You’re curious about money: how it grows, how it’s protected, and how it changes lives.
• Sales, finance, or client-service experience helps, but hunger and coachability matter more.

Responsibilities

• Build lasting relationships.
• Design custom strategies.
• Educate and empower.
• Bring in the experts.
• Grow your book.
• Stay sharp.

Job description

WealthBridge Financial Group in Garden City and Melville is seeking motivated Financial Professionals to build a personalized practice with an entrepreneurial mindset. You’ll sit with clients, map out retirement, investments, insurance, and estate planning, and collaborate with internal specialists to deliver holistic solutions.

You’ll grow your book through networking and referrals, educate clients in clear terms, and stay current on market trends and products to help clients secure their