Entry-Level Wealth Advisor: Build Your Practice

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 95,000; Full time

Job summary

WealthBridge Financial Group in New York, NY seeks motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced, collaborative network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a commitment to long-term client relationships. Prior sales or finance experience is a plus; training and licensing support are provided.

Qualifications

• Must demonstrate an entrepreneurial mindset and client-focused approach.
• Strong interpersonal and communication skills.
• Desire to build a long-term client-focused business.
• Interest in financial services or wealth management.
• Prior experience in sales, finance, or client service is a plus (not required).

Responsibilities

• Develop and maintain long-term client relationships via consultative approach.
• Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning).
• Provide education and guidance to help clients make informed decisions.
• Collaborate with CPAs and other professionals to deliver holistic solutions.
• Build and grow your book of business through networking, referrals, and marketing initiatives.
• Stay current on financial markets, products, and planning strategies.

Skills

Entrepreneurial mindset

Strong interpersonal skills

Excellent communication

Self-motivated

Job description

WealthBridge Financial Group in New York, NY seeks motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced, collaborative network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a commitment to long-term client relationships. Prior sales or finance experience is a plus; training and licensing support are provided.