Junior Financial Advisor — Build Your Client Book

WealthBridge Financial Group; Dallas (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial futures, and build a practice that’s truly yours.

You’ll have an experienced, collaborative team behind you every step of the way. In this role, you’ll grow your advisory book through networking and marketing while staying ahead of market trends and evolving planning strategies.

Responsibilities

• Build lasting relationships.
• Design custom strategies for retirement, investments, insurance, and estate planning.
• Educate clients to empower informed decisions.
• Bring in internal specialists to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing with our support.
• Stay sharp by following market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

Relationship building

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial futures, and build a practice that’s truly yours.

You’ll have an experienced, collaborative team behind you every step of the way. In this role, you’ll grow your advisory book through networking and marketing while staying ahead of market trends and evolving planning strategies.