Wealth Advisor: Investment & Retirement Planning

WealthBridge Financial Group; Melville (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company to

Life and disability insurance

Wellness programs and mental health

Career growth opportunities and AV

First in class marketing team

Job summary

WealthBridge Financial Group in Melville, NY is seeking a motivated Financial Professional to engage clients, assess objectives, and deliver tailored financial advice aligned with their goals.

You will guide clients through investments, retirement planning, and wealth management strategies using advanced tools and analytics, working with a network of experts to build long-term relationships and drive results.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to effectively connect with clients.
• Demonstrated ability to build and maintain client relationships.

Responsibilities

• Engage with clients to understand their financial objectives and provide tailored advice.
• Leverage financial expertise to offer comprehensive solutions including investments and retirement planning.
• Collaborate with a network of industry experts to deliver wealth management strategies and strengthen client relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Client relationship building

Education

Bachelor's degree in finance, accounting, or related field

Job description

WealthBridge Financial Group in Melville, NY is seeking a motivated Financial Professional to engage clients, assess objectives, and deliver tailored financial advice aligned with their goals.

You will guide clients through investments, retirement planning, and wealth management strategies using advanced tools and analytics, working with a network of experts to build long-term relationships and drive results.