Financial Advisor / Insurance Agent: Build Your Own Practice (Independen

WealthBridge Financial Group • Dallas, TX

1d • Onsite

About The Position

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals for its Garden City and Melville offices on Long Island. The role involves advising individuals, families, business owners, institutions, and organizations on financial planning and building an independently developed client practice. Advisors receive mentorship and support from an experienced team, including consultants through Integrated Wealth Resources for complex cases. The firm provides licensing support, ongoing training, professional development, advanced planning resources, digital marketing support, business development systems, and technology platforms for client engagement and planning. The role offers a flexible path for professionals to grow their practice at their own pace.

Requirements

• Entrepreneurial mindset and desire to build an independent practice.
• Ability to earn trust and communicate effectively with people.
• Self-motivation and ability to set and pursue goals independently.
• Curiosity about money, wealth growth, protection, and financial planning.

Nice To Haves

• Sales, finance, or client-service experience.
• Hunger to succeed and coachability.

Responsibilities

• Build lasting client relationships using a consultative, client-first approach.
• Assess client 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

• Mentorship from experienced leaders and professionals.
• Collaborative team culture.
• Licensing support.
• Ongoing training and continued professional development.
• Advanced planning resources, digital marketing support, and business development systems.
• Modern platforms for client engagement and financial planning.
• Flexible career path with the ability to grow at one's own pace.

What This Job Offers

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