Wealth Advisor: Build a Client-First Practice

WealthBridge Financial Group; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Mentorship

Licensing support

Professional development

Digital marketing support

Job summary

WealthBridge Financial Group in New York seeks entrepreneurial Financial Professionals to develop customized financial strategies and grow their own practice with a collaborative network. You will work with clients to design retirement, investment, and estate plans, while providing education and guidance to support informed decisions.

You will collaborate with CPAs and internal specialists to deliver holistic solutions and stay current on markets and planning strategies, building a durable

Qualifications

• Entrepreneurial mindset and strong communication skills are essential.
• Ability to build a client-focused business and long-term career.
• Self-motivated, disciplined and goal-oriented, with interest in wealth management.

Responsibilities

• Develop and maintain long-term client relationships with a consultative approach.
• Analyze clients' financial goals and design personalized strategies (retirement, investment, 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 and referrals.
• Stay current on financial markets, products, and planning strategies.

Skills

Entrepreneurial mindset

Interpersonal skills

Client-focused mindset

Self-motivated

Interest in financial services

Sales/Finance experience a plus

Job description

WealthBridge Financial Group in New York seeks entrepreneurial Financial Professionals to develop customized financial strategies and grow their own practice with a collaborative network. You will work with clients to design retirement, investment, and estate plans, while providing education and guidance to support informed decisions.

You will collaborate with CPAs and internal specialists to deliver holistic solutions and stay current on markets and planning strategies, building a durable