Junior Financial Advisor: Build Your Client-First Practice

WealthBridge Financial Group; Melville (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

WealthBridge Financial Group in Melville, NY is seeking motivated Financial Professionals to join a growing team. In this role you will work closely with clients to develop customized financial strategies while building your own practice with support from an experienced, collaborative network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a drive to create long-term client relationships in wealth management.

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

Job description

WealthBridge Financial Group in Melville, NY is seeking motivated Financial Professionals to join a growing team. In this role you will work closely with clients to develop customized financial strategies while building your own practice with support from an experienced, collaborative network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a drive to create long-term client relationships in wealth management.