Entry-Level Financial Advisor: Grow Your Own Practice

WealthBridge Financial Group; Hicksville (NY); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Mentorship and licensing support

Advanced planning resources

Digital marketing assistance

Flexible entrepreneurial career path

Job summary

WealthBridge Financial Group seeks entrepreneurial Financial Professionals in New York to develop customized financial strategies for individuals, families, and business owners. You will build your own practice with support from an experienced, collaborative network.

You will work closely with clients to design retirement, investment, and estate plans, while staying informed about markets and planning strategies to deliver trusted outcomes.

Qualifications

• Entrepreneurial mindset with a drive to build a personal client base.
• Strong communication and relationship-building abilities.
• Interest in financial services and wealth management.

Responsibilities

• Develop long-term client relationships through a consultative approach.
• Analyze client goals to tailor retirement, investment, and estate strategies.
• Provide accessible education to help clients make informed decisions.
• Collaborate with internal specialists to deliver holistic solutions.
• Grow your book of business via networking and referrals.
• Stay current on markets and planning strategies.

Skills

Entrepreneurial mindset

Strong interpersonal skills

Client-focused approach

Self-motivated and disciplined

Job description

WealthBridge Financial Group seeks entrepreneurial Financial Professionals in New York to develop customized financial strategies for individuals, families, and business owners. You will build your own practice with support from an experienced, collaborative network.

You will work closely with clients to design retirement, investment, and estate plans, while staying informed about markets and planning strategies to deliver trusted outcomes.