Junior Wealth Advisor: Build Your Client-First Practice

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

Benefits offered by this job

Collaborative network mentors

Advanced planning resources

Digital marketing support

Business development tools

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team in the United States. You will work closely with clients to develop customized financial strategies and build your own practice with support from an experienced network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a passion for helping individuals, families, and business owners create, protect, and grow wealth through comprehensive planning, education, and

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

Sales experience

Client service

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team in the United States. You will work closely with clients to develop customized financial strategies and build your own practice with support from an experienced network.

Ideal candidates have an entrepreneurial mindset, strong interpersonal skills, and a passion for helping individuals, families, and business owners create, protect, and grow wealth through comprehensive planning, education, and