Wealth Growth Advisor

WealthBridge Financial Group; Greenwich (CT); On-site; USD 60,000 - 120,000; Full time

Job summary

WealthBridge Financial Group in Greenwich, CT is seeking motivated Financial Professionals to join our growing team and build their own practice with the support of an experienced network.

You will work with clients to develop customized strategies across retirement, investments, insurance, and estate planning, while collaborating with CPAs and internal specialists to deliver holistic solutions.

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.

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

Job description

WealthBridge Financial Group in Greenwich, CT is seeking motivated Financial Professionals to join our growing team and build their own practice with the support of an experienced network.

You will work with clients to develop customized strategies across retirement, investments, insurance, and estate planning, while collaborating with CPAs and internal specialists to deliver holistic solutions.