Wealth Advisor: Build Your Client-Centric Practice

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Mentorship program

Professional development

Licensing support

Digital marketing support

Flexible career path

Networking opportunities

Job summary

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to work with individuals, families, and business owners to craft customized strategies. You will build a practice with support from an experienced, collaborative network and help clients navigate retirement, investment, insurance, and estate planning decisions.

You will develop long-term relationships, analyze client goals, educate clients, and collaborate with CPAs and other professionals to deliver holistic,

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

Goal-oriented

Job description

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to work with individuals, families, and business owners to craft customized strategies. You will build a practice with support from an experienced, collaborative network and help clients navigate retirement, investment, insurance, and estate planning decisions.

You will develop long-term relationships, analyze client goals, educate clients, and collaborate with CPAs and other professionals to deliver holistic,