Wealth Management Trainee | Build Your Own Practice

WealthBridge Financial Group; New York (NY); Hybrid; USD 65,000 - 120,000; Full time

Benefits offered by this job

Collaborative network

Licensing support

Ongoing training

Digital marketing support

Job summary

WealthBridge Financial Group in New York, NY seeks motivated Financial Professionals to develop customized wealth strategies while building their own client book. You will work with a collaborative network to deliver retirement, investment, insurance and estate planning solutions.

You’ll join a firm focused on client outcomes, with licensing support, ongoing training, and digital marketing tools to help grow your business. Hybrid work model and strong growth opportunities await.

Qualifications

• Experience in sales, finance, or client service is a plus (not required).
• Entrepreneurial mindset and strong interpersonal skills.
• Desire to build a client-focused business and long-term career.
• Interest in wealth management or financial services.

Responsibilities

• Develop and maintain long-term client relationships through a client-first 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 and professionals to deliver holistic solutions.
• Build and grow your own book of business through networking and referrals.
• Stay current on financial markets and planning strategies.

Skills

Entrepreneurial mindset

Client-focused

Self-motivated

Long-term career focus

Interest in wealth management

Sales/Finance experience

Job description

WealthBridge Financial Group in New York, NY seeks motivated Financial Professionals to develop customized wealth strategies while building their own client book. You will work with a collaborative network to deliver retirement, investment, insurance and estate planning solutions.

You’ll join a firm focused on client outcomes, with licensing support, ongoing training, and digital marketing tools to help grow your business. Hybrid work model and strong growth opportunities await.