Junior Financial Advisor: Build Your Practice

WealthBridge Financial Group

Miami (FL)

On-site

USD 60,000 - 120,000

Full time

2 days ago

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Benefits offered by this job

No ceiling

Real mentorship

Team culture

Meaningful work

Firm built on people

Job summary

WealthBridge Financial Group is expanding and seeking driven, entrepreneurial Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll sit across from clients, map out their financial future, and build a practice that’s truly yours, supported by an experienced, collaborative team.

You’ll design personalized plans for retirement, investments, insurance, and estate planning, educate clients to make informed decisions, and grow your client base through networking

Responsibilities

Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.

Job description

You’ll design personalized plans for retirement, investments, insurance, and estate planning, educate clients to make informed decisions, and grow your client base through networking

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