Entry-Level Wealth Advisor: Growth & Licensing Support

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Licensing support

Professional development

Mentorship

Marketing tools

Flexible career path

Collaborative environment

Job summary

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

You will develop client relationships, analyze financial goals, and provide education to help clients make informed decisions. Collaboration with CPAs and other professionals is encouraged to deliver holistic solutions.

Qualifications

• Entrepreneurial mindset and client-focused approach to build long-term relationships.
• Strong interpersonal and communication skills for client interactions.
• Desire to develop a personal practice with support from a network.
• Interest in financial services, wealth management, or business development.
• Sales, finance, or client service experience is a plus (not required).

Responsibilities

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

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused

Business development

Job description

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

You will develop client relationships, analyze financial goals, and provide education to help clients make informed decisions. Collaboration with CPAs and other professionals is encouraged to deliver holistic solutions.