Hybrid: Entry-Level Financial Advisor - Growth Potential

WealthBridge Financial Group; Hicksville (NY); Híbrido; USD 36.000 - 60.000; Jornada completa

Descripción de la vacante

WealthBridge Financial Group on Long Island is seeking entry-level Financial Sales Agents to help clients create, protect, and grow wealth. You will work with individuals, families, and business owners to design customized financial strategies with guidance from an experienced network.

The role emphasizes entrepreneurial drive, relationship-building, and ongoing education. A hybrid workplace is offered in the Melville area, with training, licensing support, and collaboration across professionals

Formación

• Entrepreneurial mindset with strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated and goal-oriented.
• Interest in financial services, wealth management, or business development.
• Prior experience in sales or finance is a plus.

Responsabilidades

• 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 decide.
• Collaborate with internal specialists to deliver holistic solutions.
• Grow your book of business through networking and referrals.
• Stay current on markets and planning strategies.

Conocimientos

Client relations

Sales experience

Networking

Descripción del empleo

WealthBridge Financial Group on Long Island is seeking entry-level Financial Sales Agents to help clients create, protect, and grow wealth. You will work with individuals, families, and business owners to design customized financial strategies with guidance from an experienced network.

The role emphasizes entrepreneurial drive, relationship-building, and ongoing education. A hybrid workplace is offered in the Melville area, with training, licensing support, and collaboration across professionals