Wealth Advisor (Entrepreneurial, Growth-Oriented)

Wealthbridge-Financial-Group; Elmont (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

WealthBridge Financial Group seeks motivated, entrepreneurial individuals to join our growing team as Financial Professionals. 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.

You’ll help clients achieve financial goals through retirement, investment, insurance, and estate planning, while collaborating with CPAs and other professionals to deliver holistic solutions.

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

Client-focused

Job description

WealthBridge Financial Group seeks motivated, entrepreneurial individuals to join our growing team as Financial Professionals. 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.

You’ll help clients achieve financial goals through retirement, investment, insurance, and estate planning, while collaborating with CPAs and other professionals to deliver holistic solutions.