Entrepreneurial Financial Advisor Trainee: Grow Your Practice

WealthBridge Financial Group

Melville (NY)

Hybrid

USD 70,000 - 120,000

Full time

6 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Mentor network

Licensing support

Professional development programs

Advanced planning resources

Job summary

WealthBridge Financial Group in Melville, NY, is seeking motivated Financial Professionals to develop customized financial strategies for individuals, families, and business owners. You will build your own practice with the support of an experienced and collaborative network.

Responsibilities include relationship development, goal analysis, and education for informed decisions, while collaborating with CPAs and specialists to deliver holistic solutions and strategic growth through networking and

Qualifications

Entrepreneurship drive and people skills.
Ability to build and maintain client relationships.
Clear communication and presentation skills.
Goal-oriented with self-discipline.

Responsibilities

Develop and maintain long-term client relationships with a consultative approach.
Analyze clients' financial goals and design personalized strategies.
Provide education and guidance to help clients make informed financial decisions.
Collaborate with internal specialists and other professionals to deliver holistic solutions.
Grow your own book of business through networking and referrals.
Stay current on financial markets and planning strategies.