Entry-Level Wealth Management Professional
WealthBridge Financial Group • New York, NY, US
Posted 1 year ago
Description
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Wealth Management Professional, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
- Benefits include;
- Flexible schedule with a strong work-life balance.
- Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
- Training allowance and performance-based incentives.
- Company-sponsored professional development opportunities.
- Sponsorship for required licenses and continuous training.
We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY.
Responsibilities
- Maintain compliance with industry regulations and licensing requirements.
- Utilize marketing tools and resources to grow your client base.
- Participate in structured coaching and mentorship programs.
- Attend hybrid meetings, including in-person team collaboration, as required.
- Offer solutions in insurance, asset accumulation, and retirement planning.
Qualifications
- Self-motivated, coachable, and driven to succeed.
- No prior financial experience is required, and comprehensive training is included.
- Demonstrated leadership or a proven track record of success.
- Excellent communication and relationship-building abilities.
- Must be authorized to work in the US.
Compensation
$80,000 - $115,000/year
About WealthBridge Financial Group
At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve.
For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact.
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