Entry Level Wealth Management Advisor

Wealthbridge-Financial-Group; Locust Valley (NY); Sur place; USD 60 000 - 120 000; Plein temps

Résumé du poste

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

Ideal candidates are entrepreneurial, client-focused, self-motivated, and eager to grow a long-term advisory career in wealth management. Prior sales or finance experience is a plus, not required.

Qualifications

• Entrepreneurial mindset with strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.
• Interest in financial services, wealth management, or business development.

Responsabilités

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

Connaissances

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal oriented

Financial services interest

Business development

Sales experience

Description du poste

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Key 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

Ideal Candidate

• Entrepreneurial mindset with strong interpersonal and communication skills
• Desire to build a 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)

Who You’ll Work With

You’ll serve a diverse client base including:

• Individuals and families
• Business owners
• Institutions and organizations

Why Join WealthBridge?

• Be part of a firm focused on people, impact, and outcomes
• Build a career with uncapped growth potential
• Work in a supportive environment that values collaboration and innovation
• Help clients navigate complex financial decisions with confidence

What sets us apart from other firms?

• Access to a collaborative network of experienced professionals and mentors
• Advanced planning resources, digital marketing support, and business development tools
• Flexible career path with entrepreneurial growth opportunities
• Ongoing training, licensing support, and professional development
• Technology platforms and tools to help streamline client engagement and planning
• A culture focused on integrity, innovation, and long-term client success