Junior Financial Advisor: Build Your Independent Practice

Wealthbridge-Financial-Group; Hauppauge (NY); Vor Ort; USD 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Mentorship program

Entrepreneurial autonomy

Zusammenfassung

WealthBridge Financial Group is seeking driven Financial Professionals for its Long Island offices in Garden City and Melville. You will sit with clients to map out their financial future and build a practice with an experienced support team. Expect a client-first, entrepreneurial environment with mentorship and growth opportunities.

You’ll engage clients across retirement, investments, insurance, and estate planning while collaborating with CPAs and specialists to deliver holistic solutions.

Qualifikationen

• Experience in building trust with clients and mapping financial futures.
• Ability to design personalized plans across retirement, investments, insurance, and estate planning.

Aufgaben

• Build lasting relationships with clients and map out their financial future.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed decisions.
• Collaborate with internal specialists to deliver holistic solutions.
• Grow client base through networking and referrals with company support.
• Stay updated on market trends and planning strategies.

Kenntnisse

Relationship building

Consultative selling

Networking

Client service mindset

Jobbeschreibung

WealthBridge Financial Group is seeking driven Financial Professionals for its Long Island offices in Garden City and Melville. You will sit with clients to map out their financial future and build a practice with an experienced support team. Expect a client-first, entrepreneurial environment with mentorship and growth opportunities.

You’ll engage clients across retirement, investments, insurance, and estate planning while collaborating with CPAs and specialists to deliver holistic solutions.