Entrepreneurial Financial Advisor – Grow Your Practice

Wealthbridge-Financial-Group; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Licensing support

Professional development

Digital marketing support

Business development tools

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. 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.

This role emphasizes a client-first, consultative approach, growth through referrals and marketing, and ongoing education to stay current on markets, products, and planning strategies.

Qualifications

• 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).

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

Disciplined

Goal-oriented

Client-focused

Sales or finance experience（a plus）

Tools

CRM software

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. 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.

This role emphasizes a client-first, consultative approach, growth through referrals and marketing, and ongoing education to stay current on markets, products, and planning strategies.