Wealth Management Advisor Trainee (New York)

### About Us At WealthBridge Financial Group, we help individuals, families, and business owners **create, protect, and grow wealth** through personalized, forward-thinking financial strategies. Our approach combines **innovation, collaboration, and education** to deliver long-term impact and trusted client relationships. [www.wealthbridgefg.com](https://www.wealthbridgefg.co) ### Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. ### Key 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 ### Ideal Candidate - 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) ### Who You’ll Work With You’ll serve a diverse client base including: - Individuals and families - Business owners - Institutions and organizations ### Why Join WealthBridge? - Be part of a firm focused on **people, impact, and outcomes** - Build a career with **uncapped growth potential** - Work in a supportive environment that values collaboration and innovation - Help clients navigate complex financial decisions with confidence ### **What sets us apart from other firms?** - Access to a **collaborative network of experienced professionals and mentors** - Advanced planning resources, digital marketing support, and business development tools - Flexible career path with entrepreneurial growth opportunities - Ongoing training, licensing support, and professional development - Technology platforms and tools to help streamline client engagement and planning - A culture focused on **integrity, innovation, and long-term client success**