Hybrid: Entry-Level Financial Advisor with Growth

WealthBridge Financial Group

Town of Babylon (NY)

Ibrido

USD 40.000 - 65.000

Tempo pieno

7 giorni fa

Candidati tra i primi

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro

Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Vantaggi offerti da questo lavoro

Licensing support

Mentorship program

Hybrid work environment

Training and development

Descrizione del lavoro

WealthBridge Financial Group on Long Island is seeking motivated Entry Level Financial Sales Agents. You will work closely with clients to develop customized financial strategies while building your own book of business with the support of an experienced, collaborative network.

This hybrid, full-time role emphasizes a client-first approach, ongoing education, and growth opportunities through licensing support and mentorship.

Competenze

Entrepreneurial mindset with strong interpersonal and communication skills.
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 (not required).

Mansioni

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