Wealth Growth Advisor - Build Your Practice

Wealthbridge-Financial-Group

Deer Park (NY)

On-site

USD 70,000 - 120,000

Full time

3 days ago

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Benefits offered by this job

Licensing support

Training program

Marketing tools

Mentor network

Job summary

WealthBridge Financial Group is seeking motivated Financial Professionals to develop customized strategies while building your own practice with the support of an experienced, collaborative network. You will work with individuals, families, and business owners to assess goals, design comprehensive retirement, investment, and protection plans, and educate clients to make informed decisions.

Join a firm that values integrity, education, and uncapped growth potential, with licensing support and

Qualifications

Entrepreneurial mindset and client-focused approach.
Strong interpersonal and communication abilities.
Interest in wealth management or business development.

Responsibilities

Develop and maintain long-term client relationships with a consultative approach.
Analyze clients’ financial goals and design personalized strategies (retirement, investments, insurance, estate planning).
Provide education and guidance to help clients make informed financial decisions.
Collaborate with internal specialists and other professionals to deliver holistic solutions.
Grow your book of business through networking, referrals, and marketing initiatives.
Stay current on financial markets, products, and planning strategies.