Entry-Level Financial Advisor - Training Provided

WealthBridge Financial Group•Darien, CT

2d•Onsite

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial people to join its Financial Professionals team in its Garden City and Melville, Long Island offices. The role involves working directly with clients to map out their financial futures and building a personal advisory practice with support from an experienced, collaborative team. Financial Advisors develop personalized strategies for individuals, families, business owners, and institutions. Their planning work may cover retirement, investments, insurance, and estate planning. They explain complex financial topics to help clients make informed decisions and partner with internal specialists, CPAs, and other professionals to provide holistic solutions. The position offers mentorship, licensing support, ongoing training, professional development, advanced planning resources, digital marketing support, business development systems, and modern technology. The career path is described as flexible and entrepreneur-oriented, with growth tied to the advisor’s effort.

Requirements

Entrepreneurial mindset and interest in building a practice.
Ability to earn trust and communicate well with people.
Desire to build a career and business rather than pursue only a paycheck.
Self-motivation and ability to set and pursue goals without close supervision.
Curiosity about money, wealth growth, wealth protection, and its effects on people’s lives.
Sales, finance, or client-service experience is helpful but not required; hunger and coachability are emphasized.

Nice To Haves

Sales experience.
Finance experience.
Client-service experience.

Responsibilities

Build lasting client relationships using a consultative, client-first approach.
Assess clients’ goals and design personalized strategies covering retirement, investments, insurance, and estate planning.
Explain complex financial topics so clients can make confident, informed decisions.
Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
Grow a client base through networking, referrals, and marketing, with firm support.
Keep up with market trends, new products, and evolving planning strategies.

Benefits

Mentorship from experienced leaders and access to an experienced professional network.
Consultants through Integrated Wealth Resources to assist with complex client cases.
Advanced planning resources.
Digital marketing support.
Business development systems.
Flexible career path that lets advisors grow at their own pace and shape their practice.
Licensing support.
Ongoing training.
Continued professional development.
Modern technology platforms for client engagement and planning.