Junior Wealth Advisor: Launch Your Client-Centric Career

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

Benefits offered by this job

Licensing support

Professional development

Training

Job summary

WealthBridge Financial Group seeks entrepreneurial Financial Professionals to work with clients in New York, developing customized financial strategies while growing their own practice with support from a collaborative network.

The role focuses on building client relationships, education, and staying ahead of markets, with opportunities in wealth management, retirement, and estate planning.

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 seeks entrepreneurial Financial Professionals to work with clients in New York, developing customized financial strategies while growing their own practice with support from a collaborative network.

The role focuses on building client relationships, education, and staying ahead of markets, with opportunities in wealth management, retirement, and estate planning.