EntryLevel Wealth Management Professional

WealthBridge Financial Group; New York (NY); Hybrid; USD 80,000 - 115,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive benefits package

Training allowance

Performance-based incentives

Professional development opportunities

Job summary

WealthBridge Financial Group in New York, NY is looking for a Financial Representative to provide financial guidance to individuals, families, and businesses. Candidates do not need prior financial experience as comprehensive training is provided. Successful candidates will be motivated and have strong communication skills. The role includes significant mentoring and the flexibility of hybrid meetings while maintaining compliance with industry regulations. Compensation ranges from $80,000 to $115,000 yearly, along with a comprehensive benefits package.

Qualifications

• Self-motivated, coachable, and driven to succeed.
• No prior financial experience is required; comprehensive training is included.
• Demonstrated leadership or a proven track record of success.
• Excellent communication and relationship-building abilities.
• Must be authorized to work in the US.

Responsibilities

• Maintain compliance with industry regulations and licensing requirements.
• Utilize marketing tools and resources to grow your client base.
• Participate in structured coaching and mentorship programs.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Offer solutions in insurance, asset accumulation, and retirement planning.

Skills

Self-motivated

Excellent communication

Relationship-building

Job description

Overview

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.

Responsibilities

• Maintain compliance with industry regulations and licensing requirements.
• Utilize marketing tools and resources to grow your client base.
• Participate in structured coaching and mentorship programs.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Offer solutions in insurance, asset accumulation, and retirement planning.

Qualifications

• Self-motivated, coachable, and driven to succeed.
• No prior financial experience is required, and comprehensive training is included.
• Demonstrated leadership or a proven track record of success.
• Excellent communication and relationship-building abilities.
• Must be authorized to work in the US.

Compensation

$80,000 - $115,000 yearly