Wealth Advisor & Practice Builder

WealthBridge Financial Group; Atlantic City (NJ); On-site; USD 65,000 - 105,000; Full time

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to join our team in New Jersey. 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.

.Join our firm to access advanced planning resources, mentorship, and ongoing training as you grow a client base through networking and referrals.

Qualifications

• Entrepreneurial mindset
• Interpersonal skills
• Communication skills
• Self-motivated
• Goal-oriented

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

Job description

WealthBridge Financial Group is seeking motivated Financial Professionals to join our team in New Jersey. 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.

.Join our firm to access advanced planning resources, mentorship, and ongoing training as you grow a client base through networking and referrals.