Junior Financial Advisor: Growth, Mentorship & Client Impact

WealthBridge Financial Group; West Sayville (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

WealthBridge Financial Group invites entrepreneurial Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll meet clients, map out their financial futures, and build a practice with an experienced team behind you.

You’ll design customized strategies across retirement, investments, insurance, and estate planning, educate clients, and grow your book through referrals and marketing with WealthBridge support.

Qualifications

• Entrepreneurial mindset and self-m starter attitude.
• Strong interpersonal skills and ability to earn client trust.
• Ability to build and manage client relationships with a consultative approach.
• Preference for sales, finance, or client-service backgrounds with coachability.

Responsibilities

• Build lasting relationships with clients and earn trust through a consultative approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex financial topics into clear insights.
• Collaborate with internal specialists and external professionals to deliver holistic solutions.
• Grow your client base through networking, referrals, and marketing with support from the firm.
• Stay informed on market trends and evolving planning strategies to keep clients ahead.

Skills

Entrepreneurial mindset

People skills

Client relationships

Networking

Job description

WealthBridge Financial Group invites entrepreneurial Financial Professionals to join our Long Island offices in Garden City and Melville. You’ll meet clients, map out their financial futures, and build a practice with an experienced team behind you.

You’ll design customized strategies across retirement, investments, insurance, and estate planning, educate clients, and grow your book through referrals and marketing with WealthBridge support.