Junior Wealth Advisor: Build Your Client Book

WealthBridge Financial Group; Town of Babylon (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Collaborative mentorship

Digital marketing support

Licensing & training

Technology platforms

Entrepreneurial growth

Client-focused culture

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of a collaborative network.

Responsibilities include relationship development, goal analysis, and delivering holistic solutions across retirement, investment, insurance, and estate planning areas. Strong communication and drive are essential.

Qualifications

• Entrepreneurial mindset and ability to build relationships.
• Strong interpersonal and communication skills.
• Self-motivated, disciplined, and goal-oriented.
• Interest in financial services, wealth management, or business development.
• Prior sales, finance, or client service experience is a plus.

Responsibilities

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

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of a collaborative network.

Responsibilities include relationship development, goal analysis, and delivering holistic solutions across retirement, investment, insurance, and estate planning areas. Strong communication and drive are essential.