Entry Level Wealth Management Advisor

Job overview

The Entry Level Wealth Management Advisor is an onsite role based in Locust Valley, NY. Compensation is not specified for this position, which supports the WealthBridge Financial Group team in delivering personalized financial strategies to clients. This role exists to help individuals, families, and business owners create, protect, and grow their wealth. The advisor will build a practice by developing long-term client relationships, analyzing financial goals, and providing expert guidance on investment, retirement, and estate planning.

What you'll do

• 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.

What we're looking for

Skills & competencies

full-time

day shift

locust valley ny

wealth management

financial advisor

client relations

business development

finance

entry level

onsite

no degree required

networking

Work arrangement

• Weekend coverage required

Benefits & perks

• Ongoing training, licensing support, and professional development.

Why this role

Access to a collaborative network of experienced professionals and mentors, advanced planning resources, and ongoing training.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.