Associate Financial Advisor — Growth & Impact

WealthBridge Financial Group; Hicksville (NY); On-site; USD 60,000 - 110,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our growing team in New York. 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.

You will engage with individuals, families, and business owners, providing education and guidance to help clients navigate retirement, investment, insurance, and estate planning.

Qualifications

• Entrepreneurial mindset and client-focused approach.
• Ability to develop a personal practice with support from a network.
• Strong communication and relationship-building skills.

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

Skills

Entrepreneurial mindset

Interpersonal communication

Self-motivated

Goal-oriented

Business development

Sales experience

Financial services interest

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our growing team in New York. 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.

You will engage with individuals, families, and business owners, providing education and guidance to help clients navigate retirement, investment, insurance, and estate planning.