Financial Advisor

WealthBridge Financial; Harmonville (PA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

Mentorship program

Designation reimbursement

Transition support

Job summary

WealthBridge Financial seeks ambitious financial advisors to build or expand an independent practice. Our Advisor Development Program is structured, paid, and lasts four-and-a-half years, with mentorship and ongoing training to guide you toward success.

You’ll have autonomy with flexible scheduling, access to a broad product suite, and dedicated transition support. We offer designation reimbursement ( CFP and other designations), and hybrid working options.

Qualifications

• Licensing: State Life/Health Insurance Licensing required.
• FINRA registrations: SIE, Series 7, Series 66 required.

Responsibilities

• Build or expand an independent financial advisory practice.
• Maintain client relationships and provide financial guidance.
• Collaborate with support staff, product specialists, and mentors to grow the practice.

Skills

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Independent

Job description

Is a Career as a Financial Advisor at WealthBridge Financial Right for You?

Why WealthBridge Financial?

At WealthBridge Financial, you'll have the opportunity to build a business without limits. Whether you're a seasoned advisor with a book of business or you're ready to make a career change, we offer the support, training, and flexibility you need to thrive.

• Advisor Development Program – a structured, paid program designed to give you all the tools and skills to build a successful, lasting career. This four-and-a-half-year program will guide you step-by-step as you transition into your new career.
• Ongoing mentorship and training to help you succeed as you build your own practice.
• The chance to work for yourself, set your own schedule, and make time for the things that matter most.

For Experienced Advisors:

• Competitive payouts that reflect your experience and client base.
• A wide range of products, investment advisory platforms and robust marketing platform to suit your clients’ unique needs.
• Dedicated transition support to make moving your book of business seamless.
• Access to our succession planning resources, ensuring your clients and business have long‑term stability.

Here’s what you can expect:

• Unlimited Income Potential: With no caps on your earnings, your income is tied directly to your effort and success.
• Autonomy: Set your own schedule, work on your own terms, and live the life you want.
• Personal & Professional Growth: Financial services is a dynamic industry. You’ll constantly learn, grow, and expand your skill set.
• Supportive Environment: While you’ll be independent, you’ll never be alone. We offer dedicated support staff, product specialists, and mentorship to help you thrive.
• Comprehensive Benefits: Professional designation reimbursement programs (like the CFP), flexible schedules, and hybrid working options.

Who We're Looking For:

We are looking for both inexperienced and experienced advisors who are driven, entrepreneurial, and ready to build or expand their financial advisory practice. Our ideal candidates have strong interpersonal and communication skills, are highly motivated, goal‑oriented, and independent, and are passionate about helping clients achieve financial success. We are particularly welcoming to veterans and career changers who bring diverse experiences and perspectives.

We require you to become licensed with:

• State Life/Health Insurance Licensing
• FINRA Registrations: SIE, Series 7, and Series 66

WealthBridge Financial has been serving clients for over 28 years. Based in Plymouth Meeting, PA, we specialize in comprehensive wealth management for both individuals and businesses. As an independent firm partnered with Cetera, we combine personal service with the resources of a national financial network.