Junior Financial Advisor - Build Your Own Practice

WealthBridge Financial Group; Town of Babylon (NY); Presencial; USD 70.000 - 140.000; 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 work directly with clients to map out their financial future and build a practice that is truly yours, backed by an experienced, collaborative team.

You’ll earn trust through a consultative, client-first approach as you develop custom plans across retirement, investments, insurance, and estate planning, while partnering with CPAs and other professionals to provide

Formación

• Entrepreneurial mindset with ability to grow a client base.
• Strong interpersonal skills and ability to earn trust.
• Willingness to own and develop a personal practice.

Responsabilidades

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

Conocimientos

Entrepreneurial mindset

People skills

Trust-building

Goal setting

Descripción del empleo

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

You’ll earn trust through a consultative, client-first approach as you develop custom plans across retirement, investments, insurance, and estate planning, while partnering with CPAs and other professionals to provide