Aspiring Wealth Advisor — Training, Mentorship, Growth

Wealthbridge-Financial-Group; Town of Babylon (NY); Presencial; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Licensing support

Professional development

Marketing support

Technology tools

Descripción de la vacante

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to join our growing team in New York. You will work with clients to develop customized financial strategies and build your own book of business with support from our collaborative network.

This role emphasizes client-first, consultative relationships, ongoing education, and staying current on markets and products. You will have licensing and development resources, plus marketing support to help you grow.

Formación

• 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).

Responsabilidades

• 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.

Conocimientos

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused

Self-motivated

Disciplined

Goal-oriented

Finance interest

Descripción del empleo

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to join our growing team in New York. You will work with clients to develop customized financial strategies and build your own book of business with support from our collaborative network.

This role emphasizes client-first, consultative relationships, ongoing education, and staying current on markets and products. You will have licensing and development resources, plus marketing support to help you grow.