Wealth Growth Advisor

WealthBridge Financial Group; Levittown (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Uncapped growth

Collaborative network

Licensing support

Professional development

Job summary

WealthBridge Financial Group in New York invites entrepreneurial Financial Professionals to join a growing team. You will work with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

The role emphasizes building long-term client relationships, ongoing education, and partnering with CPAs and specialists to deliver holistic wealth solutions.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Strong interpersonal and communication skills with client focus.
• Desire to build a client-focused business and long-term career.

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

Client relationships

Financial planning

Communication

Networking

Self-motivation

Education

Bachelor's degree in Finance/Business

Tools

CRM software

Excel

Financial planning tools

Job description

WealthBridge Financial Group in New York invites entrepreneurial Financial Professionals to join a growing team. You will work with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

The role emphasizes building long-term client relationships, ongoing education, and partnering with CPAs and specialists to deliver holistic wealth solutions.