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 working directly with clients to help them plan for their financial futures and building an independent practice with support from an experienced, collaborative team. Financial Professionals develop personalized strategies across retirement, investments, insurance, and estate planning; explain financial topics to help clients make informed decisions; and work with internal specialists, CPAs, and other professionals to provide holistic solutions. They grow their client base through networking, referrals, and marketing, while keeping current with market trends, products, and planning strategies. The firm provides mentorship, licensing support, training, planning resources, digital marketing support, business-development systems, and technology.
Requirements
- Entrepreneurial mindset and interest in building a practice.
- Ability to earn trust and communicate well with people.
- Motivation to build a career and business, rather than pursue only a paycheck.
- Self-directed goal setting and follow-through.
- Curiosity about how money grows, is protected, and affects people’s lives.
- Coachability and motivation to learn.
Nice To Haves
- Experience in sales, finance, or client service.
Responsibilities
- Build lasting client relationships through a consultative, client-first approach.
- Assess clients’ goals and design personalized strategies 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 provide 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 collaboration with a network of professionals.
- Consultant support through Integrated Wealth Resources for complex client cases.
- 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 platforms for client engagement and planning.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
