Entrepreneurial Wealth Advisor - Build Your Own Practice

WealthBridge Financial Group; Morristown (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Mentor network

Advanced planning resources

Flexible career path

Licensing support

Tech platform suite

Integrity culture

Job summary

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to partner with clients in Morristown, NJ. You will develop customized strategies across retirement, investments, insurance, and estate planning while building your own practice with the support of an experienced network.

Ideal candidates are self-motivated, goal-oriented, and capable of collaborating with CPAs and other professionals to deliver holistic financial solutions.

Qualifications

• Entrepreneurial mindset and client-focused attitude required.
• Excellent communication and relationship-building skills.
• Self-motivated with a drive to grow a books of business.

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

Strong interpersonal communication

Self-motivated

Goal-oriented

Business development

Job description

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to partner with clients in Morristown, NJ. You will develop customized strategies across retirement, investments, insurance, and estate planning while building your own practice with the support of an experienced network.

Ideal candidates are self-motivated, goal-oriented, and capable of collaborating with CPAs and other professionals to deliver holistic financial solutions.