Financial Advisor Trainee - Uncapped Growth & Mentorship

Wealthbridge-Financial-Group; Hicksville (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Uncapped growth

Licensing support

Mentor network

Marketing tools

Job summary

WealthBridge Financial Group in New York area seeks entrepreneurial Financial Professionals to work with individuals, families, and business owners to develop customized financial strategies while building their own practice with the support of an experienced network.

Join a culture focused on people, impact, and outcomes, with education, collaboration, and ongoing licensing support to help you grow your client base and career.

Qualifications

• Must possess entrepreneurial mindset and strong interpersonal communication.
• 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.

Responsibilities

• Develop and maintain long-term client relationships with a consultative approach.
• Analyze clients' financial goals and design personalized strategies.
• Provide education and guidance to help clients make informed decisions.
• Collaborate with internal specialists and other professionals to deliver holistic solutions.
• Build and grow your own book of business through networking and referrals.
• Stay current on financial markets and planning strategies.

Skills

Entrepreneurial mindset

Interpersonal communication

Self-motivated

Goal-oriented

Business development

Tools

CRM

Job description

WealthBridge Financial Group in New York area seeks entrepreneurial Financial Professionals to work with individuals, families, and business owners to develop customized financial strategies while building their own practice with the support of an experienced network.

Join a culture focused on people, impact, and outcomes, with education, collaboration, and ongoing licensing support to help you grow your client base and career.