Wealth Advisor: Entrepreneurial Growth & Client Impact

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Digital marketing tools

Flexible career path

Job summary

WealthBridge Financial Group in New York, NY, invites motivated individuals to join as Financial Professionals. You will work with clients to craft customized financial strategies while building your own practice, supported by an experienced network.

Ideal candidates bring entrepreneurial drive, strong interpersonal skills, and a client-first mindset. Prior experience in sales or finance is a plus, with licensing and ongoing education offered within a collaborative, growth-focused culture.

Qualifications

• Entrepreneurial mindset and client-focused approach.
• Strong interpersonal and communication abilities.
• Self-motivated, disciplined, and goal-oriented mindset.

Responsibilities

• Develop and maintain long-term client relationships with a consultative approach.
• Analyze clients' financial goals and design personalized strategies across retirement, investments, insurance, and 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-motivation

Goal-oriented

Business development

Sales/finance experience (plus)

Job description

WealthBridge Financial Group in New York, NY, invites motivated individuals to join as Financial Professionals. You will work with clients to craft customized financial strategies while building your own practice, supported by an experienced network.

Ideal candidates bring entrepreneurial drive, strong interpersonal skills, and a client-first mindset. Prior experience in sales or finance is a plus, with licensing and ongoing education offered within a collaborative, growth-focused culture.