Wealth Advisor | Flexible Career Path & High Impact

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Collaborative network

Digital marketing support

Flexible career path

Licensing support

Technology platforms

Job summary

WealthBridge Financial Group in New York seeks motivated Financial Professionals to join their growing team. You will work with clients to develop customized financial strategies while building your own practice with support from an experienced, collaborative network.

Focus areas include long-term client relationships, retirement planning, investments, and wealth management. You will gain access to advanced planning resources, licensing support, and tools to grow your business.

Qualifications

• Entrepreneurial mindset and strong communication skills.
• Desire to build a client-focused business and long-term career.
• Interest in financial services, wealth management, or business development.

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 communication

Client-focused

Self-motivated

Goal-oriented

Sales/finance experience (plus)

Job description

WealthBridge Financial Group in New York seeks motivated Financial Professionals to join their growing team. You will work with clients to develop customized financial strategies while building your own practice with support from an experienced, collaborative network.

Focus areas include long-term client relationships, retirement planning, investments, and wealth management. You will gain access to advanced planning resources, licensing support, and tools to grow your business.