Entrepreneurial Wealth Advisor

WealthBridge Financial Group; Riverside (CT); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Marketing tools and resources

Flexible career path

Professional development

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join a growing team in Connecticut. You will work closely with clients to develop customized financial strategies while building your own practice with support from an experienced network.

You will serve a diverse client base, including individuals, families, and business owners, providing guidance on retirement, investments, insurance, and estate planning.

Qualifications

• Entrepreneurial mindset with strong communication.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.
• Interest in wealth management or business development.

Responsibilities

• Develop and maintain long-term client relationships with a 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 skills

Client-focused

Self-motivated

Interest in wealth management

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join a growing team in Connecticut. You will work closely with clients to develop customized financial strategies while building your own practice with support from an experienced network.

You will serve a diverse client base, including individuals, families, and business owners, providing guidance on retirement, investments, insurance, and estate planning.