Aspiring Financial Advisor - Mentorship & Licensing Provided

WealthBridge Financial Group • Melville, NY

1d • Onsite

About The Position

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals for its Garden City and Melville, Long Island offices. The role involves working directly with clients to understand their goals and develop personalized financial strategies covering retirement, investments, insurance, and estate planning. Advisors educate clients, collaborate with internal specialists and outside professionals, and build a client base through networking, referrals, and marketing. Experienced mentors, licensing support, planning resources, technology, and business development systems are provided. The career path is designed for entrepreneurs to build and grow their own practice.

Requirements

• Entrepreneurial mindset and interest in building a practice.
• Ability to earn trust and communicate effectively with people.
• Self-motivation and ability to set and achieve goals independently.
• Curiosity about money, wealth growth, and wealth protection.
• Coachability and motivation to learn.

Nice To Haves

• Sales, finance, or client-service experience.

Responsibilities

• Build lasting client relationships using a consultative, client-first approach.
• Understand clients’ goals and design personalized strategies for retirement, investments, insurance, and estate planning.
• Explain complex financial topics so clients can make informed decisions.
• Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow a client base through networking, referrals, and marketing.
• Keep up with market trends, new products, and evolving planning strategies.

Benefits

• Mentorship from experienced leaders and access to consultants through Integrated Wealth Resources.
• Advanced planning resources, digital marketing support, and business development systems.
• Flexible career path that allows professionals to grow at their own pace.
• Licensing support.
• Ongoing training and continued professional development.
• Modern technology platforms for client engagement and planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed