Entrepreneurial Wealth Advisor

WealthBridge Financial Group; Norwalk (CT); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Planning tools

Training & licensing

Technology platform

Growth opportunities

Team culture

Job summary

WealthBridge Financial Group in Norwalk, CT is seeking entrepreneurial Financial Professionals who will partner with clients to craft customized wealth strategies and build their own practice within a collaborative network.

You will engage individuals, families, and business owners, deliver education, stay abreast of market trends, and leverage planning tools to help clients create, protect, and grow wealth.

Qualifications

• Entrepreneurial mindset and strong interpersonal skills are essential.
• Customer-focused approach with the ability to build long-term relationships.
• Interest in financial services and wealth management is desirable.

Responsibilities

• Develop and maintain long-term client relationships with a client-first, consultative approach.
• Analyze clients' financial goals and design personalized retirement, investments, and protection plans.
• Educate clients and guide them to informed financial decisions.
• Collaborate with internal specialists, CPAs, and other professionals for holistic solutions.
• Grow your own book of business through networking, referrals, and marketing.
• Stay current on markets, products, and planning strategies.

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused

Self-motivated

Disciplined

Goal-oriented

Financial services interest

Job description

WealthBridge Financial Group in Norwalk, CT is seeking entrepreneurial Financial Professionals who will partner with clients to craft customized wealth strategies and build their own practice within a collaborative network.

You will engage individuals, families, and business owners, deliver education, stay abreast of market trends, and leverage planning tools to help clients create, protect, and grow wealth.