Junior Financial Advisor: Build Your Own Client Practice

WealthBridge Financial Group; New York (NY); Presencial; USD 60.000 - 100.000; Jornada completa

Descripción de la vacante

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

You’ll design personalized plans covering retirement, investments, insurance, and estate planning, while developing lasting relationships, growing your client base, and staying ahead of market trends.

Formación

• Entrepreneurial mindset and client-focused approach.
• Ability to design financial strategies across retirement, investments, insurance, and estate planning.
• Strong communication to educate and empower clients.

Responsabilidades

• Build lasting relationships with clients.
• Design custom strategies for retirement, investments, insurance, and estate planning.
• Educate clients to make informed decisions.
• Partner with internal specialists to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing.
• Stay current with market trends and new products.

Conocimientos

Entrepreneurial mindset

Relationship skills

Networking

Financial knowledge

Sales ability

Coaching

Marketing

Descripción del empleo

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

You’ll design personalized plans covering retirement, investments, insurance, and estate planning, while developing lasting relationships, growing your client base, and staying ahead of market trends.