Entry Level Wealth Management Advisor

Wealthbridge-Financial-Group; New York (NY); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Mentorship network

Licensing support

Professional development

Flexible career path

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join a collaborative network in New York. You will work with clients to craft customized financial strategies while developing your own practice with support from experienced mentors.

Ideal candidates are entrepreneurial, self-motivated, and possess strong communication and interpersonal skills, with a focus on long-term client relationships and growth in wealth management.

Qualifications

• Entrepreneurial mindset and drive to build a client-focused practice.
• Strong interpersonal and communication abilities for client interactions.
• Ability to educate clients and collaborate with professionals to deliver holistic solutions.

Responsibilities

• Develop and maintain long-term client relationships with a consultative approach.
• Analyze clients' goals and design personalized retirement, investment, insurance, and estate plans.
• Provide education and guidance to help clients make informed financial decisions.
• Collaborate with CPAs and other professionals to create holistic financial strategies.
• Grow your own book of business through networking and referrals.

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Client-focused business development

Self-motivated

Job description

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