Junior Financial Advisor - Build Your Own Client Practice

WealthBridge Financial Group; Hicksville (NY); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

WealthBridge Financial Group in Garden City and Melville, NY seeks motivated Financial Professionals who want to build their own practice with strong backing from a collaborative team. You’ll meet clients, map out financial futures, and design personalized strategies across retirement, investments, insurance, and estate planning, while growing your client base with support in marketing and referrals.

This role also offers mentorship and licensing support to help you grow professionally and

Responsabilidades

• Build lasting client relationships with a consultative, client-first approach.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for informed decisions.
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing support.
• Stay sharp on market trends and evolving planning strategies to keep clients ahead.

Conocimientos

Sales experience

Client-service mindset

Entrepreneurial mindset

Communication skills

Descripción del empleo

WealthBridge Financial Group in Garden City and Melville, NY seeks motivated Financial Professionals who want to build their own practice with strong backing from a collaborative team. You’ll meet clients, map out financial futures, and design personalized strategies across retirement, investments, insurance, and estate planning, while growing your client base with support in marketing and referrals.

This role also offers mentorship and licensing support to help you grow professionally and