Junior Financial Advisor: Build Your Client Base with Mentorship

WealthBridge Financial Group; Philadelphia (Philadelphia County); On-site; USD 60,000 - 110,000; Full time

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit with clients, map out their financial future, and build a practice that is truly yours with an experienced team behind you.

You will design personalized plans for retirement, investments, insurance, and estate planning, and you will educate clients to help them make informed decisions.

Qualifications

• Entrepreneurial mindset and desire to build a practice.
• Strong ability to earn trust and establish client rapport.
• Willingness to network, refer, and market to grow the book.

Responsibilities

• Build lasting relationships with clients using a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, and estate planning.
• Educate clients by explaining complex topics in clear terms to empower decisions.
• Collaborate with internal specialists and CPAs to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing support.
• Stay current with market trends and evolving planning strategies.

Skills

Build relationships

Consultative selling

Client-first approach

Financial planning

Networking

Communication skills

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join our Long Island offices in Garden City and Melville. You will sit with clients, map out their financial future, and build a practice that is truly yours with an experienced team behind you.

You will design personalized plans for retirement, investments, insurance, and estate planning, and you will educate clients to help them make informed decisions.