Financial Advisor / Insurance Agent

Job overview

Financial Advisor / Insurance Agent is an onsite role in Dallas, TX. Compensation is not specified. WealthBridge Financial Group helps individuals, families, and business owners create, protect, and grow wealth through personalized financial strategies. The role develops client relationships and customized financial strategies while building an independent practice with support from an experienced professional network. It contributes to client financial decision-making and the firm’s long-term client relationships.

What you'll do

• Develop client relationships
• analyze financial goals and design 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
• stay current on markets, products, and planning strategies.

What we're looking for

Skills & competencies

financial advisor

insurance agent

wealth management

financial planning

retirement planning

investment strategies

insurance

estate planning

business development

client relationships

dallas tx

wealthbridge financial group

Work arrangement

• Weekend coverage required

Benefits & perks

• Collaborative network of experienced professionals and mentors
• advanced planning resources, digital marketing support, business development tools, licensing support, ongoing training, and professional development.

Why this role

Entrepreneurial practice-building opportunity with licensing support, planning resources, digital marketing support, and mentorship.

About the employer

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