Wealth Management Advisor Trainee

WealthBridge Financial Group; Town of Riverhead (NY); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Mentor network

Licensing support

Ongoing training

Professional development

Digital marketing support

Business development tools

Flexible career path

Technology platforms

Collaborative culture

Job summary

WealthBridge Financial Group in the New York area is seeking motivated Financial Professionals to join our growing team. You will work with clients to craft customized wealth strategies while building your own practice with the backing of an experienced network.

This role emphasizes relationship-building, ongoing education, and collaboration with CPAs and other specialists to deliver holistic solutions. If you are entrepreneurial, client-focused, and eager to grow, WealthBridge offers a flexible

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.
• 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

Self-motivated

Goal-oriented

Business development

Tools

CPAs

Job description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. 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 and collaborative network.

Key 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

Requirements | Ideal Candidate

• 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
• Interest in financial services, wealth management, or business development
• Prior experience in sales, finance, or client service is a plus (not required)

You’ll Serve a Diverse Client Base Including

• Individuals and families
• Business owners
• Institutions and organizations

Why Join WealthBridge?

• Be part of a firm focused on people, impact, and outcomes
• Build a career with uncapped growth potential
• Work in a supportive environment that values collaboration and innovation
• Help clients navigate complex financial decisions with confidence

Benefits

What sets us apart from other firms?

• Access to a collaborative network of experienced professionals and mentors
• Advanced planning resources, digital marketing support, and business development tools
• Flexible career path with entrepreneurial growth opportunities
• Ongoing training, licensing support, and professional development
• Technology platforms and tools to help streamline client engagement and planning
• A culture focused on integrity, innovation, and long-term client success