Junior Wealth Advisor: Build Your Client Book

WealthBridge Financial Group; Town of Babylon (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship network

Planning resources

Digital marketing support

Flexible career path

Training & licensing

Tech platforms

Integrity & innovation culture

Job summary

WealthBridge Financial Group in New York is seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

You will focus on long-term client relationships, analyze financial goals across retirement, investments, insurance, and estate planning, and collaborate with internal

Qualifications

• 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.

Responsibilities

• 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.

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal oriented

Job description

WealthBridge Financial Group in New York is seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

You will focus on long-term client relationships, analyze financial goals across retirement, investments, insurance, and estate planning, and collaborate with internal