Financial Advisor — High-Net-Worth and Business Owner Planning

Job overview

The Financial Advisor — High-Net-Worth and Business Owner Planning role is onsite in Hauppauge, NY. Compensation is not specified. WealthBridge Financial Group helps individuals, families, and business owners create, protect, and grow wealth through personalized financial strategies. The advisor develops client relationships, assesses financial goals, and creates strategies spanning retirement, investments, insurance, and estate planning. The role also educates clients, collaborates with internal specialists and outside professionals, and builds a book of business through networking, referrals, and marketing.

What you'll do

• Develop long-term client relationships
• analyze financial goals and design personalized strategies
• educate clients
• collaborate with internal specialists, CPAs, and other professionals
• build a book of business through networking, referrals, and marketing
• stay current on markets, products, and planning strategies.

What we're looking for

Skills & competencies

financial advisor

wealth management

hauppauge ny

high-net-worth planning

business owner planning

retirement planning

investment planning

insurance planning

estate planning

client relationships

business development

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Mentorship and collaborative professional network, advanced planning resources, digital marketing and business-development tools, licensing support, ongoing training, and professional development.

Why this role

Prior sales, finance, or client-service experience is a plus but not required; licensing support and professional development are offered.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.