Wealth Growth Advisor: Build Your Own Practice

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

Job summary

WealthBridge Financial Group is seeking motivated, entrepreneurial Financial Professionals to join our growing team. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced network.

You will analyze clients' goals across retirement, investment, and estate planning, provide guidance, and collaborate with CPAs and other professionals to deliver holistic solutions.

Qualifications

• Entrepreneurial mindset with strong interpersonal and communication skills.
• Desire to build 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.
• 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

Interpersonal skills

Communication skills

Self-motivated

Goal oriented

Sales experience

Job description

WealthBridge Financial Group is seeking motivated, entrepreneurial Financial Professionals to join our growing team. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced network.

You will analyze clients' goals across retirement, investment, and estate planning, provide guidance, and collaborate with CPAs and other professionals to deliver holistic solutions.