Junior Financial Advisor: Build Your Own Client Book

Wealthbridge-Financial-Group; Melville (NY); Sur place; USD 90 000 - 180 000; Plein temps

Avantages offerts par ce poste

Licensing support

Ongoing training

Mentorship program

Team culture

Résumé du poste

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial futures, and build a practice that’s truly yours with an experienced team behind you.

You’ll design personalized plans for retirement, investments, insurance, and estate planning, educate clients in clear terms, and collaborate with CPAs and other professionals to deliver holistic solutions while growing your

Qualifications

• Entrepreneurial mindset and willingness to build a personal client book.
• Strong communication and relationship-building skills.
• Willingness to learn, coachable, and growth-oriented.

Responsabilités

• Build lasting relationships with clients through a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex financial topics into clear, actionable insights.
• Bring in internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with company support.
• Stay sharp by keeping up with market trends, new products, and planning strategies.

Connaissances

Entrepreneurial mindset

Client relationship building

Consultative selling

Networking

Growth mindset

Description du poste

WealthBridge Financial Group is seeking driven Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial futures, and build a practice that’s truly yours with an experienced team behind you.

You’ll design personalized plans for retirement, investments, insurance, and estate planning, educate clients in clear terms, and collaborate with CPAs and other professionals to deliver holistic solutions while growing your