Junior Financial Advisor: Build Your Client Book

WealthBridge Financial Group; Hauppauge (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Uncapped growth potential

Collaborative network of professionals

Training and licensing support

Digital marketing tools

Job summary

WealthBridge Financial Group in Hauppauge, NY is seeking motivated Financial Professionals to help clients create, protect, and grow wealth. You will work closely with clients to develop customized strategies and build your own practice with the support of an experienced and collaborative network.

This role emphasizes relationship building, ongoing education, and collaboration with CPAs and other professionals to deliver holistic solutions.

Qualifications

• 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).

Responsibilities

• 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

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Interest in financial services

Job description

WealthBridge Financial Group in Hauppauge, NY is seeking motivated Financial Professionals to help clients create, protect, and grow wealth. You will work closely with clients to develop customized strategies and build your own practice with the support of an experienced and collaborative network.

This role emphasizes relationship building, ongoing education, and collaboration with CPAs and other professionals to deliver holistic solutions.