Wealth Advisor Trainee: Start Your Client-Focused Practice

WealthBridge Financial Group; Town of Riverhead (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

WealthBridge Financial Group in New York is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies, build your own book of business, and leverage our collaborative network for support.

This role emphasizes client-first consulting, ongoing education, and staying current with markets and planning strategies. Ideal candidates are entrepreneurial, self-motivated, and eager to grow a long-term career in wealth

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

Self-motivated

Goal-oriented

Interest in financial services

Job description

WealthBridge Financial Group in New York is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies, build your own book of business, and leverage our collaborative network for support.

This role emphasizes client-first consulting, ongoing education, and staying current with markets and planning strategies. Ideal candidates are entrepreneurial, self-motivated, and eager to grow a long-term career in wealth