Wealth Architect - Client-Focused Financial Advisor

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

Job summary

WealthBridge Financial Group seeks motivated Financial Professionals to work with individuals, families, and business owners to design customized financial strategies while building their own practice with support from an experienced network.

You will develop long-term client relationships, analyze financial goals, and provide education to help clients make informed decisions in retirement, investments, insurance, and estate planning.

Qualifications

• Entrepreneurial mindset and desire to build a client-focused business with a 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 Financial Professionals to work with individuals, families, and business owners to design customized financial strategies while building their own practice with support from an experienced network.

You will develop long-term client relationships, analyze financial goals, and provide education to help clients make informed decisions in retirement, investments, insurance, and estate planning.