Entry Level Wealth Management Advisor

WealthBridge Financial Group; New York (NY); Sur place; USD 60 000 - 110 000; Plein temps

Avantages offerts par ce poste

Licensing support

Professional development

Mentorship

Marketing tools

Flexible career path

Collaborative environment

Résumé du poste

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).

Responsabilités

• 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.

Connaissances

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused

Business development

Description du poste

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners

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

Requirements

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

Benefits

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