Wealth Advisor: Build Your Own Growth Practice

Wealthbridge-Financial-Group; New York (NY); On-site; USD 80,000 - 130,000; Full time

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to develop customized financial strategies for clients while growing their own practice with support from an experienced network.

You will work closely with clients to understand goals across retirement, investments, insurance, and estate planning, delivering education and guidance to help informed decisions. A collaborative, entrepreneurial environment awaits.

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

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to develop customized financial strategies for clients while growing their own practice with support from an experienced network.

You will work closely with clients to understand goals across retirement, investments, insurance, and estate planning, delivering education and guidance to help informed decisions. A collaborative, entrepreneurial environment awaits.