Entry-Level Financial Advisor:

WealthBridge Financial Group • Melville, NY

1d • Onsite

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial Financial Professionals for its Garden City and Melville offices on Long Island. The role involves building a financial advisory practice and developing long-term client relationships with support from experienced colleagues and mentors. Advisors learn clients’ goals and create personalized strategies covering retirement, investments, insurance, and estate planning. They explain financial topics in accessible terms, collaborate with internal specialists, CPAs, and other professionals, and grow their client base through networking, referrals, and marketing. The role also requires staying current on market trends, products, and planning strategies. WealthBridge provides licensing support, ongoing training, professional development, planning resources, digital marketing support, business development systems, and modern technology.

Requirements

• Entrepreneurial mindset and interest in building an independent practice.
• Ability to communicate with people and earn their trust.
• Self-motivation, goal orientation, and ability to work without close supervision.
• Curiosity about money, wealth growth, protection, and its impact on people.
• Sales, finance, or client-service experience is helpful, but not required.

Nice To Haves

• Sales experience.
• Finance experience.
• Client-service experience.

Responsibilities

• Build lasting client relationships through a consultative, client-first approach.
• Develop personalized financial strategies covering retirement, investments, insurance, and estate planning.
• Explain complex financial topics so clients can make informed decisions.
• Collaborate with internal specialists, CPAs, and other professionals to provide holistic solutions.
• Expand the client base through networking, referrals, and marketing.
• Keep up with market trends, new products, and evolving planning strategies.

Benefits

• Mentorship and support from experienced professionals.
• Consultants through Integrated Wealth Resources for complex client cases.
• Advanced planning resources, digital marketing support, and business development systems.
• Flexible career path that allows entrepreneurs 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