Wealth Planning & Financial Advisory Pro

WealthBridge Financial Group; Gladwyne (PA); On-site; USD 60,000 - 105,000; Full time

Benefits offered by this job

Mentorship

Licensing support

Training and development

Flexible career path

Digital marketing support

Job summary

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to work with individuals, families, and business owners to develop customized financial strategies and build their own client-focused practice with strong support from a collaborative network.

In this role you will develop long-term relationships, design retirement, investment, insurance, and estate strategies, and help clients navigate complex financial decisions with ongoing education and guidance.

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

Communication skills

Client-focused mindset

Self-motivated

Disciplined and goal-oriented

Business development interest

Job description

WealthBridge Financial Group is seeking entrepreneurial Financial Professionals to work with individuals, families, and business owners to develop customized financial strategies and build their own client-focused practice with strong support from a collaborative network.

In this role you will develop long-term relationships, design retirement, investment, insurance, and estate strategies, and help clients navigate complex financial decisions with ongoing education and guidance.