Entrepreneurial Financial Advisor: Build Your Own Practice

WealthBridge Financial Group; Manhasset Hills (NY); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Licensing support

Professional development

Digital marketing support

Business development tools

Descripción de la vacante

WealthBridge Financial Group is seeking motivated Financial Professionals in the United States. You will develop customized financial plans for individuals, families, and business owners and grow your practice with the support of an experienced and collaborative network.

You will work closely with clients to analyze goals, design retirement, investment, insurance, and estate strategies, and provide ongoing guidance.

Formación

• Entrepreneurial mindset and client-focused approach required.
• Strong interpersonal and communication skills are essential.
• Self-motivated, disciplined, and goal-oriented.

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

Descripción del empleo

WealthBridge Financial Group is seeking motivated Financial Professionals in the United States. You will develop customized financial plans for individuals, families, and business owners and grow your practice with the support of an experienced and collaborative network.

You will work closely with clients to analyze goals, design retirement, investment, insurance, and estate strategies, and provide ongoing guidance.