Junior Financial Advisor — Build Your Own Practice

WealthBridge Financial Group; Town of Babylon (NY); Presencial; USD 65.000 - 100.000; Jornada completa

Descripción de la vacante

WealthBridge Financial Group is seeking Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help map out their financial future, and build a practice that’s truly yours, with an experienced, collaborative team behind you every step of the way.

You’ll build lasting relationships, design personalized strategies covering retirement, investments, insurance, and estate planning, and collaborate with CPAs and other

Responsabilidades

• Build lasting relationships with clients using a consultative, client-first approach.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate and empower clients to make informed financial decisions.
• Collaborate with 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 and evolving planning strategies.

Descripción del empleo

WealthBridge Financial Group is seeking Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help map out their financial future, and build a practice that’s truly yours, with an experienced, collaborative team behind you every step of the way.

You’ll build lasting relationships, design personalized strategies covering retirement, investments, insurance, and estate planning, and collaborate with CPAs and other