Wealth Advisor: Build Your Independent Practice

WealthBridge Financial Group

Village of Valley Stream (NY)

On-site

USD 70,000 - 110,000

Full time

5 days ago

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Benefits offered by this job

Mentorship program

Digital marketing support

Flexible career path

Job summary

WealthBridge Financial Group is seeking motivated financial professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Our approach emphasizes innovation, collaboration, and education to deliver long-term impact and trusted client relationships. You will help individuals, families, and business owners navigate retirement, investments,

Qualifications

Entrepreneurial mindset and strong interpersonal/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 with a client-first 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, referrals, and marketing initiatives.
Stay current on financial markets, products, and planning strategies.