Entrepreneurial Wealth Advisor — Build Your Practice

WealthBridge Financial Group; Deer Park (OH); On-site; USD 55,000 - 90,000; Full time

Job summary

WealthBridge Financial Group in Ohio is seeking motivated Financial Professionals to join our growing team. You will work with clients to develop personalized financial strategies while building your own book of business with the support of an experienced, collaborative network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a desire to help individuals, families, and business owners create, protect, and grow wealth through retirement, investment, and estate

Qualifications

• Entrepreneurial mindset and strong interpersonal and communication skills
• Desire to build 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

Job description

WealthBridge Financial Group in Ohio is seeking motivated Financial Professionals to join our growing team. You will work with clients to develop personalized financial strategies while building your own book of business with the support of an experienced, collaborative network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a desire to help individuals, families, and business owners create, protect, and grow wealth through retirement, investment, and estate