Junior Financial Advisor – Grow Your Client Base

WealthBridge Financial Group; Hicksville (NY); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Mentors & coaching

Marketing support

Flexible career path

Training & licensing

Technology tools

Résumé du poste

WealthBridge Financial Group in Hicksville, NY seeks motivated Financial Professionals to develop customized financial strategies for clients and build their own advisory practice with support from an experienced network.

Ideal candidates have an entrepreneurial mindset, strong communication skills, and a passion for helping individuals, families, and business owners navigate retirement, investing, estate planning, and insurance decisions.

Qualifications

• Entrepreneurial mindset and strong interpersonal and communication skills.
• Desire to build a client-focused business and long-term career.
• Self-motivated, disciplined, and goal-oriented.

Responsabilités

• 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.

Connaissances

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Description du poste

WealthBridge Financial Group in Hicksville, NY seeks motivated Financial Professionals to develop customized financial strategies for clients and build their own advisory practice with support from an experienced network.

Ideal candidates have an entrepreneurial mindset, strong communication skills, and a passion for helping individuals, families, and business owners navigate retirement, investing, estate planning, and insurance decisions.