Financial Advisor

WealthBridge Financial; Harmonville (PA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Advisor Development Program

Ongoing mentorship and training

Hybrid working options

Dedicated support staff

Product specialists

Succession planning resources

CFP designation reimbursement

Job summary

WealthBridge Financial, based in Plymouth Meeting, PA, invites motivated individuals to start or grow an independent financial advisory practice. You will build your own client base with full support from an advisor development program, ongoing mentorship, and product specialists.

This hybrid role offers flexibility and uncapped earning potential. Eligible candidates pursue required state life/health licensing and FINRA registrations (SIE, Series 7, Series 66) to establish a thriving practice

Qualifications

• Strong interpersonal and communication skills.
• Highly motivated, goal-oriented and independent.
• Passionate about helping clients achieve financial success.

Responsibilities

• Help clients pursue financial security by building and managing a personal advisory practice.
• Leverage WealthBridge Financial resources to support client needs and growth.
• Work with mentorship, training, and a dedicated support team to expand your book of business.
• Transition your existing book of business with structured support.

Skills

Interpersonal skills

Communication skills

Motivation

Independence

Job description

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

• Do you enjoy helping people pursue financial security?
• Are you self-motivated and driven by your own success?
• Do you thrive in an entrepreneurial environment with no income ceiling?
• Do you want to be in control of your career and schedule?
• Are you local to the Philadelphia area and ready for a new challenge?

If you answered yes to any of these questions, WealthBridge Financial could be the perfect fit 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 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.

What Makes Us Different?

At WealthBridge Financial, you’ll be part of an independent firm with the support of Cetera, one of the nation’s top financial services companies. That means you’ll have the freedom to run your business your way, backed by resources, training, and support that will allow you to maximize your potential.

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.
• 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.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. WealthBridge Financial, 620 W. Germantown Pike, Ste. 170, Plymouth Meeting, PA 19462. 215-938-7788.