Junior Financial Advisor — Build Your Client Practice

WealthBridge Financial Group; Town of Babylon (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is expanding its Long Island offices in Garden City and Melville and seeks driven Financial Professionals. You will work directly with clients to map out personalized financial futures and build a practice with the support of an experienced team.

You’ll partner with internal specialists, craft strategies across retirement, investments, insurance, and estate planning, and grow your client base through networking and referrals.

Qualifications

• Strong interpersonal and communication skills.
• Ability to design personalized financial plans for retirement, investments, insurance, and estate planning.
• Willingness to grow a client base through networking and referrals.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design and implement personalized strategies across retirement, investments, insurance, and estate planning.
• Educate clients on market trends and planning options to enable informed decisions.
• Collaborate with internal specialists to deliver holistic financial solutions.
• Grow your client base through networking, referrals, and marketing support.

Skills

Entrepreneurial mindset

People skills

Consultative selling

Networking

Marketing

Financial planning

Client-service excellence

Job description

WealthBridge Financial Group is expanding its Long Island offices in Garden City and Melville and seeks driven Financial Professionals. You will work directly with clients to map out personalized financial futures and build a practice with the support of an experienced team.

You’ll partner with internal specialists, craft strategies across retirement, investments, insurance, and estate planning, and grow your client base through networking and referrals.