Wealth Strategy Advisor — Build Your Client-Centric Practice

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

Benefits offered by this job

Mentor network

Marketing support tools

Flexible career path

Licensing & training

Tech platforms

Integrity culture

Job summary

WealthBridge Financial Group in Norwalk, CT is seeking motivated Financial Professionals to develop customized financial strategies for individuals, families, and business owners while building your own practice with support from a collaborative network.

You will work with clients to grow wealth, provide education, and stay current on market trends, products, and planning strategies in a client-first, consultative environment.

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

Client relationships

Communication

Sales

Business development

Job description

WealthBridge Financial Group in Norwalk, CT is seeking motivated Financial Professionals to develop customized financial strategies for individuals, families, and business owners while building your own practice with support from a collaborative network.

You will work with clients to grow wealth, provide education, and stay current on market trends, products, and planning strategies in a client-first, consultative environment.