Wealth Advisor & Insurance Strategist

Wealthbridge-Financial-Group; Miami (FL); On-site; USD 70,000 - 140,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. In this role you’ll sit across from clients, map out their financial future, and build a practice that’s truly yours, backed by an experienced, collaborative team.

You’ll develop personalized strategies across retirement, investments, insurance, and estate planning, nurture long-term relationships, and grow your book through networking and referrals, with mentorship

Qualifications

• Entrepreneurial mindset and drive to build a personal practice.
• Strong communication and relationship-building skills for consultative client work.
• Interest in wealth management with willingness to learn and grow.

Responsibilities

• Build lasting relationships with clients using a consultative, client-first approach.
• Design personalized financial strategies across retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed financial decisions.
• Partner with internal specialists and CPAs to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with support from the firm.
• Stay up-to-date with market trends, products, and planning strategies to keep clients ahead.

Skills

Sales experience

Finance knowledge

Client service

Entrepreneurial mindset

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. In this role you’ll sit across from clients, map out their financial future, and build a practice that’s truly yours, backed by an experienced, collaborative team.

You’ll develop personalized strategies across retirement, investments, insurance, and estate planning, nurture long-term relationships, and grow your book through networking and referrals, with mentorship