Junior Financial Advisor: Build Your Client Practice

WealthBridge Financial Group; Darien (CT); On-site; USD 100,000 - 180,000; Full time

Job summary

WealthBridge Financial Group is seeking driven Financial Professionals to join its Long Island offices in Garden City and Melville. You’ll map clients’ financial futures, build a practice, and work with an experienced team to deliver holistic wealth planning.

You’ll engage individuals, families, and business owners, creating tailored plans for retirement, investments, insurance, and estate planning while expanding your book through networking and referrals.

Qualifications

• Entrepreneurial mindset with the ability to build a personal practice.
• Excellent interpersonal skills to earn client trust.
• Ability to network and generate referrals for growth.
• Strong communication to educate and empower clients.
• Curiosity about money, growth, protection, and planning.

Responsibilities

• Build lasting client relationships with a consultative approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients with clear, actionable financial guidance.
• Partner with internal specialists and other professionals for holistic solutions.
• Grow your client base through networking, referrals, and marketing support.
• Stay informed on market trends and evolving planning strategies.

Skills

Entrepreneurial mindset

Client relationship skills

Networking & referrals

Communication & trust-building

Curiosity about money

Job description

WealthBridge Financial Group is seeking driven Financial Professionals to join its Long Island offices in Garden City and Melville. You’ll map clients’ financial futures, build a practice, and work with an experienced team to deliver holistic wealth planning.

You’ll engage individuals, families, and business owners, creating tailored plans for retirement, investments, insurance, and estate planning while expanding your book through networking and referrals.