Junior Financial Advisor — Build Your Own Client Practice

WealthBridge Financial Group; West Sayville (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Professional development

Networking opportunities

Job summary

WealthBridge Financial Group in New York seeks motivated Financial Professionals to develop customized strategies for individuals, families, and business owners, while building their own practice with the support of an experienced, collaborative network.

This role emphasizes client-first, consultative relationships, ongoing education, and growth through referrals, networking, and marketing initiatives; ideal candidates have an entrepreneurial mindset and strong interpersonal skills, with a

Qualifications

• Entrepreneurial mindset and long-term career orientation.
• Excellent interpersonal and verbal communication skills.
• Self-motivated, disciplined, and goal-oriented.
• Interest in financial services, wealth management, or business development.

Responsibilities

• Develop and maintain long-term client relationships with a client-first approach.
• Analyze clients’ financial goals and design personalized retirement/investment/insurance strategies.
• Provide education and guidance to help clients make informed decisions.
• Collaborate with internal specialists and professionals to deliver holistic solutions.
• Build and grow your own book of business through networking and referrals.
• Stay current on financial markets, products, and planning strategies.

Skills

Entrepreneurial mindset

Interpersonal and communication skills

Self-motivated

Interest in financial services/wealth)

Sales or client service experience

Job description

WealthBridge Financial Group in New York seeks motivated Financial Professionals to develop customized strategies for individuals, families, and business owners, while building their own practice with the support of an experienced, collaborative network.

This role emphasizes client-first, consultative relationships, ongoing education, and growth through referrals, networking, and marketing initiatives; ideal candidates have an entrepreneurial mindset and strong interpersonal skills, with a