Financial Advisor / Insurance Agent: Build Your Own Practice (Independen
About The Position
WealthBridge Financial Group is seeking entrepreneurial Financial Professionals for its Long Island offices in Garden City and Melville. The role involves advising individuals, families, business owners, institutions, and organizations on personalized financial strategies and building an independent client practice with the support of an experienced, collaborative team. Advisors develop long-term client relationships and provide guidance across retirement, investments, insurance, and estate planning. The firm offers mentorship, licensing support, ongoing training, professional development, advanced planning resources, digital marketing support, business development systems, and modern client-engagement and planning platforms. The career path is described as flexible, with growth tied to individual effort.
Requirements
- Entrepreneurial mindset and desire to build an independent practice.
- Ability to earn trust and communicate well with people.
- Self-motivation and ability to set and achieve goals independently.
- Curiosity about money, how it grows, how it is protected, and its impact.
- Sales, finance, or client-service experience is helpful, but not required.
Nice To Haves
- Sales experience.
- Finance experience.
- Client-service experience.
- Hunger and coachability.
Responsibilities
- Build lasting client relationships using a consultative, client-first approach.
- Assess clients’ goals and design personalized plans covering 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
- Experienced mentorship and collaborative team support.
- Licensing support.
- Ongoing training and continued professional development.
- Advanced planning resources.
- Digital marketing support and business development systems.
- Modern technology platforms for client engagement and planning.
- Flexible career path with the opportunity to grow at an individual pace.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
