Financial Advisor / Insurance Agent: Build Your Own Practice (Independen
About The Position
WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to build and grow their own practices in its Garden City and Melville, Long Island offices. The role involves working directly with clients to understand their financial goals and create personalized strategies for retirement, investments, insurance, and estate planning. Financial Professionals build lasting client relationships, explain complex financial topics, collaborate with internal specialists and outside professionals, and develop their client base through networking, referrals, and marketing. The firm provides mentorship, licensing support, training, professional development, planning resources, digital marketing support, business development systems, and modern technology. The career path is flexible and designed to let professionals grow at their own pace.
Requirements
- Entrepreneurial mindset and interest in building a practice.
- Ability to earn trust and communicate well with people.
- Self-motivation, goal orientation, and ability to work without close supervision.
- Curiosity about money, wealth growth, protection, and financial planning.
- Coachability and willingness to learn.
Nice To Haves
- Experience in sales, finance, or client service.
Responsibilities
- Build lasting client relationships through a consultative, client-first approach.
- Develop 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 deliver holistic solutions.
- Grow a client base through networking, referrals, and marketing.
- Keep up with market trends, new products, and evolving financial planning strategies.
Benefits
- Mentorship from experienced leaders.
- Collaborative team culture.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
