Wealth Architect — Build Your Own Financial Practice

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Mentorship

Flexible career path

Marketing support

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville and build a client-focused practice. You will meet with clients, map their financial future, and design personalized strategies across retirement, investments, insurance, and estate planning.

You’ll grow your book with support from mentors and specialists, while staying ahead of market trends.

Qualifications

• Ability to build trusting client relationships and maintain long-term partnerships.
• Strong communication and listening skills for needs assessment.
• Comfort with networking, outreach, and marketing to grow a client base.
• Self-motivated, proactive, and capable of managing a personal book of business.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized financial strategies covering retirement, investments, and estate planning.
• Educate clients, breaking down complex topics for informed decisions.
• Collaborate with internal experts to deliver holistic financial solutions.
• Grow your client base through networking, referrals, and targeted outreach.
• Stay current with market trends and new planning strategies.

Skills

Relationship building

Consultative selling

Client-facing

Entrepreneurial mindset

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville and build a client-focused practice. You will meet with clients, map their financial future, and design personalized strategies across retirement, investments, insurance, and estate planning.

You’ll grow your book with support from mentors and specialists, while staying ahead of market trends.