Financial Advisor / Insurance Agent — Build Your Own Practice

Job overview

The Financial Advisor / Insurance Agent — Build Your Own Practice role is listed in Darien, CT. Compensation is not specified. WealthBridge Financial Group helps individuals, families, and business owners create, protect, and grow wealth through personalized financial strategies.

What you'll do

• Develop client relationships
• assess financial goals and create personalized retirement, investment, insurance, and estate-planning strategies
• educate clients
• collaborate with internal specialists, CPAs, and other professionals
• build a book of business through networking, referrals, and marketing
• and stay current on financial markets, products, and planning strategies.

What we're looking for

Skills & competencies

financial advisor

insurance agent

financial planning

wealth management

retirement planning

investment strategies

insurance

estate planning

client relationships

darien ct

wealthbridge financial group

practice building

licensing support

Work arrangement

• Weekend coverage required

Benefits & perks

• Collaborative professional network and mentors
• advanced planning resources
• digital marketing and business-development tools
• licensing support
• ongoing training and professional development.

Why this role

The posting describes an entrepreneurial practice-building opportunity with mentoring, licensing support, planning resources, and business-development tools.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.