Junior Financial Advisor: Grow Your Client Base

WealthBridge Financial Group; Hauppauge (NY); Vor Ort; USD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Mentorship program

Licensing support

Advanced planning resources

Digital marketing tools

Flexible career path

Zusammenfassung

WealthBridge Financial Group in New York seeks motivated, entrepreneurial Financial Professionals to join our growing team. You will work with clients to develop customized financial strategies while building your own practice with the support of an experienced, collaborative network.

You will stay current on markets and planning strategies, build a client-first book through networking and referrals, and enjoy a flexible, growth-oriented environment focused on integrity and long-term client

Qualifikationen

• Entrepreneurial mindset with strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.
• Interest in financial services, wealth management, or business development.
• Prior experience in sales, finance, or client service is a plus (not required).

Aufgaben

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

Jobbeschreibung

WealthBridge Financial Group in New York seeks motivated, entrepreneurial Financial Professionals to join our growing team. You will work with clients to develop customized financial strategies while building your own practice with the support of an experienced, collaborative network.

You will stay current on markets and planning strategies, build a client-first book through networking and referrals, and enjoy a flexible, growth-oriented environment focused on integrity and long-term client