Mentored Wealth Advisor in Training

Wealthbridge-Financial-Group; West Sayville (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

WealthBridge Financial Group in New York seeks entrepreneurial Financial Professionals who will work with clients to develop customized strategies while building their own practice with the support of an experienced, collaborative network.

You will nurture long-term relationships, analyze goals across retirement, investments, insurance and estate planning, and collaborate with CPAs and specialists to deliver holistic solutions and help clients navigate complex financial decisions.

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.
• Interest in financial services, wealth management, or business development.
• Prior experience in sales, finance, or client service is a plus (not required).

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

Client-focused

Sales experience

Job description

WealthBridge Financial Group in New York seeks entrepreneurial Financial Professionals who will work with clients to develop customized strategies while building their own practice with the support of an experienced, collaborative network.

You will nurture long-term relationships, analyze goals across retirement, investments, insurance and estate planning, and collaborate with CPAs and specialists to deliver holistic solutions and help clients navigate complex financial decisions.