Financial Advisor - HNW & Business Owner Planning Specialist

WealthBridge Financial Group

Job Description
Job Description
About Us
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
Position Overview
We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key Responsibilities
Develop and maintain long-term client relationships through a client-first, consultative approach
Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
Provide education and guidance to help clients make informed financial decisions
Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
Build and grow your own book of business through networking, referrals, and marketing initiatives
Stay current on financial markets, products, and planning strategies
Requirements
Ideal Candidate
Entrepreneurial mindset with strong interpersonal and communication skills
Desire to build a client-focused business and long-term career
Self-motivated, disciplined, and goal-oriented
Interest in financial services, wealth management, or business development
Prior experience in sales, finance, or client service is a plus (not required)
Who You’ll Work With
You’ll serve a diverse client base including:
Individuals and families
Business owners
Institutions and organizations
Why Join WealthBridge?
Be part of a firm focused on people, impact, and outcomes
Build a career with uncapped growth potential
Work in a supportive environment that values collaboration and innovation
Help clients navigate complex financial decisions with confidence
Benefits
What sets us apart from other firms?
Access to a collaborative network of experienced professionals and mentors
Advanced planning resources, digital marketing support, and business development tools
Flexible career path with entrepreneurial growth opportunities
Ongoing training, licensing support, and professional development
Technology platforms and tools to help streamline client engagement and planning
A culture focused on integrity, innovation, and long-term client success

Vacancy posted 7 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor - HNW & Business Owner Planning Specialist in Jamaica, NY vacancy

Financial Advisor (Multiple Levels) -East Meadow, Long Island
$66.56k - $117.52k
...location, and other specific business and organizational needs.... ...Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...will be providing financial planning guidance & selling investment... ...threshold clients to appropriate HNW Wealth partners as needed...
High net worth
Full time
Work at office
Local area
Work from home
Flexible hours
TD
East Meadow, NY
2 days ago
Senior Private Banker/Advisor
$350k
...Senior Advisor/Banker Our client is a growing... ...with both UHNW & HNW clients. Must... ...Work within a business model that strengthens... ..., teams and specialists to maximize cross-... ...Provide integrated financial services advice to... ...trust and estate planning. Work collaboratively...
High net worth
Avior Executive Search, Inc
Jericho, NY
3 days ago
Financial Advisor - PNC Wealth Management
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing...
Suggested
PNC Financial Services Group
Brooklyn, NY
3 days ago
Wealth Advisor Development Program
...Bank of America’s Merrill Wealth Management is hiring for an Advisor Development program focused on high-net-worth clients and growth through prospecting and referrals. The role requires Series 7/66 licenses, solid investments knowledge, and the ability to balance growth...
High net worth
National Black MBA Association
Brooklyn, NY
5 days ago
Financial Aid Advisor
...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding financial aid eligibility, while providing...
Suggested
Full time
Work at office
Local area
Flexible hours
Afternoon shift
HRPivot
Jamaica, NY
a month ago
Marketing & Events Manager
Department Marketing Private Club Location Posted Sep 17, 2026 City of Lakeville, MN is seeking a Marketing & Events Manager to join their team in Lakeville, MN. This marketing role requires a professional who understands the nuances of luxury brand positioning and member...
High net worth
Private Club Marketing
Brooklyn, NY
4 days ago
Veterinarian, Partner & Equity Owner
$120k - $220k
...Description Lead Veterinarian, Partner & Owner | Brooklyn, NY PriorityPet Urgent Care... ..., and Strategic Growth. We handle the business side of practice ownership so you can focus... ...bring your vision to life, without the financial and time commitment of starting a...
Full time
Local area
Relocation package
Flexible hours
Weekend work
Afternoon shift
PRIORITY PET URGENT CARE OF WILLIAMSBURG
Brooklyn, NY
16 hours ago
Private Banking Relationship Manager I/II
.../II Provide concierge-level delivery of financial services through superior hands-on contact... ...solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services... ...the development of new private banking business and call on potential or existing...
High net worth
Work experience placement
Trustmark
Brooklyn, NY
4 days ago
Business Tax Expert - TurboTax Store (New York) (QUEENS)
...dedicated year-round Business Tax Experts in one... ...as a trusted advisor, empowering customers... ...achieve positive financial outcomes while supporting... ...tax advice, planning services, and... ...team of bookkeeping specialists who support core accounting... ...relationship owner, ensuring...
Part time
Local area
Intuit
Queens, NY
8 hours ago
Insurance Agency Owner
...Contract Job Function Management, Business Development, and Sales... ...innovative Entrepreneurial Agency Owners to join our team! What’s in... ...with a detailed deployment plan to ensure compliance with AAA... ...secure licensed staff, manage financials and cash flows, and to develop...
Contract work
AAA The Auto Club Group
Brooklyn, NY
3 days ago
Wealth Advisor
$140k - $160k
...Position Summary The Wealth Advisor serves as a key... ...developing personalized wealth planning strategies. This role... ...based on clients’ financial goals, risk tolerance,... ...management, and business development. Proactively... ...country. Our in-house specialists of tax advisors, financial...
High net worth
Temporary work
Local area
Flexible hours
Cerity Partners
Brooklyn, NY
3 days ago
Wealth Advisor
...Description Job Summary The Wealth Advisor builds and maintains strong relationships... ...and their families through comprehensive financial planning, progressive investment strategies, and... ...drives practice and program growth through business development, community visibility, and...
High net worth
Work at office
Remote work
Weekend work
Afternoon shift
UFCU Financial Services, LLC
Brooklyn, NY
2 days ago
Licensed Private Client Banker
$25 - $38.46 per hour
...2571 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client... ...focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer...
High net worth
Hourly pay
Work experience placement
Flexible hours
Day shift
KeyCorp
Brooklyn, NY
5 days ago
Wealth Advisor
$60k - $170k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion... ...well as assisting in developing new business through inbound generated leads. You will... ...portfolio management, operations and financial planning on client meeting preparation and...
High net worth
Temporary work
Work at office
Immediate start
Flexible hours
EP Wealth Advisors
Brooklyn, NY
1 day ago
Portfolio Manager, Research & Advisory
...Description Job Description INVESTMENT ADVISOR OVERVIEW ECG Resources has been... ...position requires an ambitious learner and financially savvy individual who will gain... ...allocations and support cash flow and tax planning purposes. Respond to client queries,...
High net worth
Work at office
ECG Resources
Glen Oaks, NY
a month ago
Financial Advisor- Wealth Management
...Job Description Job Description Financial Advisor- Wealth Management Position Summary Center... ...-term career in investments, financial planning, and client advisory services while... ...becoming a successful career advisor. Business Growth & Advisor Development Build foundational...
Local area
Center for Wealth Preservation
Woodbury, NY
3 days ago
Owner's Representative
$55k - $65k
...Owner's Representative Mandell JCC of Greater Hartford 335 Bloomfield Ave West Hartford... ...JCC's primary representative in the planning and execution of capital construction and... ...is responsible for protecting the JCC's financial, operational, contractual, and programmatic...
For contractors
Local area
The New Orleans Jewish Community Center
Brooklyn, NY
3 days ago
Business Solutions Advisor - Jamaica Estates Financial Center - Jamaica, NY
...guided by a common purpose to help make financial lives better through the power of every connection... ...on role-specific responsibilities and business needs. Internal employees who are... ...at each stage of the client's life plan. Key responsibilities include acquiring new...
Work at office
Work from home
Flexible hours
Shift work
Day shift
Bank of America Corporation
Jamaica, NY
8 days ago
Private Mortgage Banker (SAFE)
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to... ...Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. ~ Health benefits ~40...
High net worth
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Brooklyn, NY
1 day ago
Wealth Strategist
$150k - $170k
...Wealth Strategist is a senior planning professional dedicated to... ...UHNW) client relationships. Financial planning is the foundation of... ...Description:**Partnering closely with advisors and their teams, the Wealth... .../Insurance, Trust & Estate, Business Owner Solutions) so that...
High net worth
Full time
Work experience placement
Second job
Work at office
Local area
Focus Partners Wealth
Brooklyn, NY
1 day ago
Hospice Care Planner
...Hospice Care Planner is responsible for evaluating and establishing a plan of care for patients referred for Hospice Care services. The... ...needs of the patient and family members. As a key member of the business development and marketing team, the Hospice Care Planner...
Full time
MJHS
Queens, NY
5 days ago
Unarmed Security Agent
$20 - $22 per hour
...meaningful impact.Multiple assignments are available throughout New York State. Placement will be based on operational needs and business requirements.We're looking for unarmed security professionals who understand that exceptional security begins with mindset, preparation...
High net worth
Full time
Shift work
Global Ops
Corona, NY
1 day ago
Financial Advisor
$100k - $145k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable and... ...Washington is looking for a Financial Advisor working as part of an advisory team to... ...Qualifications Requires a 4-year degree; business, finance, economics preferred Series 7,...
Full time
Temporary work
Work at office
Flexible hours
Wealth Enhancement Group
Brooklyn, NY
2 days ago
Financial Advisor
$100k - $200k
...Solutions is seeking a driven Financial Advisor to join our award-winning wealth... ..., independent book of business . You will deliver comprehensive financial planning, retirement planning, risk management... ..., families, and business owners across the region. Job Description...
Full time
Contract work
For contractors
Work at office
Local area
Work visa
Flexible hours
MassMutual
Greenvale, NY
4 days ago
Financial Aid Advisor
$48k
...Salary: $48,000.00 Annually TheFinancial Aid Advisor must have exceptional customer service,... ...Duties: Responsible for processing financial aid applications and counseling students... ...financing, and/or institutional payment plans. Determine students’ Title IV eligibility...
Full time
Contract work
Work at office
3 days per week
Pennsylvania Institute of Technology
Brooklyn, NY
3 days ago
Controls Room - Product Owner - Vice President
...intelligence across all lines of business and corporate functions. The... ...and executing the product plan, clarifying the problem to solve... ...actionable tasks for Product Owners and Agile development teams.... ...is preferred.Experience in financial industry, auditing, compliance...
Work visa
Flexible hours
JP Morgan Chase
Brooklyn, NY
1 day ago
Business Development Manager
$130k - $150k
...Business Development Manager The Business Development Manager is responsible for identifying and pursuing new business opportunities... ...operational efficiency and customer satisfaction. Support fleet planning and forecasting for key accounts. Commercial Contract...
Full time
Contract work
Work at office
TCR Corporation
Corona, NY
4 days ago
Marketing and Sales Manager
...Council A professional community for membership directors, marketing leaders, and general managers at private clubs, luxury resorts, and HNW-focused hospitality brands. Get the resources, connections, and visibility that used to require decades of tenure. Members gain...
High net worth
Seasonal work
Private Club Marketing
Brooklyn, NY
3 days ago
Controls Room - PONY Product Owner - Vice President
...stakeholders across lines of business and corporate functions to collect... ...actionable tasks for Product Owners and Agile development... ...Python is preferred.Experience in financial industry, auditing,... ...centers, a retirement savings plan, backup childcare, tuition reimbursement...
Work visa
Shift work
JP Morgan Chase
Brooklyn, NY
2 days ago
Senior Product Owner
$94.9k - $130.5k
...our caring community The Senior Product Owner is responsible for conveying product... ...secure and, if awarded, transition into a new business opportunity. Please note that continued... ...This job is eligible for a bonus incentive plan. This incentive opportunity is based upon...
Full time
Contract work
Temporary work
Apprenticeship
Work at office
Remote work
Work from home
Home office
Humana
Brooklyn, NY
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - HNW & Business Owner Planning Specialist. Be the first to apply!