Junior Financial Advisor — Build Your Own Practice

WealthBridge Financial Group; Dallas (TX); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Mentorship from leaders

Licensing support

Flexible entrepreneurial path

Digital marketing support

Job summary

WealthBridge Financial Group seeks driven Financial Professionals to join its growing team. You will sit with clients, map their financial future, and build a practice that is truly yours with experienced mentors behind you.

You will design personalized strategies across retirement, investments, insurance, and estate planning, educating clients to empower confident decisions while collaborating with internal experts to deliver holistic solutions.

Qualifications

• Entrepreneurial mindset and self-drive are essential.
• Strong client relationship and communication skills.
• Experience in sales or financial services is preferred.

Responsibilities

• Build lasting relationships with clients and earn trust over time.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed financial decisions.

Skills

Entrepreneurial mindset

Client relationship building

Sales/financial services experience

Networking/marketing

Education

Finance/Business background

Tools

CRM software

Digital marketing tools

Job description

WealthBridge Financial Group seeks driven Financial Professionals to join its growing team. You will sit with clients, map their financial future, and build a practice that is truly yours with experienced mentors behind you.

You will design personalized strategies across retirement, investments, insurance, and estate planning, educating clients to empower confident decisions while collaborating with internal experts to deliver holistic solutions.