Financial Advisor - Independent Opportunity With Leads & Full Support
Wealthbridge-Financial-Group
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. 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 #J-18808-Ljbffr Wealthbridge-Financial-Group
- ...their long-term financial goals. They... ...planning support to clients Support... ...to work with an existing client base lead Access to LPL Financials’ full open‑architecture independent platform The... ...programs The opportunity to create client... ...independent advisor—with the benefits...Suggested
$57.82k
...Financial Clearance Associate - Full Time, Evenings Finance/Accounting/... ...surgical pavilion with specialized services... ...We have an exciting opportunity to join our team as... ...patient financial needs. Supports and demonstrates... ...payers. Works independently, takes initiative,...SuggestedFull timeWork at officeMonday to FridayAfternoon shift$135k - $165k
...and the people you work with, careers are made!... ...Bank is looking for a full-time Cash Management Sales... ...new product opportunities, managing client relationships... ...leverage expertise in financial analysis and client relationship... ...~ Implementation and Support: ~ Coordinate with...SuggestedFull timeTemporary work$142.1k - $236.8k
...Responsibilities:Leads the client... .... Work closely with Client Managers... ...Credit, Investment Advisors and Trust... ...client's current financial situation, goals... ...Promote and sell the full array of... ...number of prospect opportunities are in pipeline... ...that supports belonging and reflects...SuggestedFull timeTemporary workWork experience placement$142.1k - $236.8k
...Wealth Management Advisor Accountable... ...: Leads the client relationship... .... Work closely with Client Managers... ...'s current financial situation, goals... ...Promote and sell the full array of... ...number of prospect opportunities are in pipeline... ...that supports belonging and reflects...SuggestedTemporary workWork experience placement$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination... ...experience that blends growth opportunity with deep support—helping advisors build meaningful... ...with advisors who value independence over control and are motivated... ...Flexible path forward – Lead a team, join an...Flexible hours- ...your next success story with us. If you’re looking... .... We are Jovia Financial Credit Union . Our name... ...environment with flexible opportunities and competitive... ...growth opportunities and a supportive learning environment... ...Repayment plans for Full-Time employees Gym...Full timePart timeFor contractorsFlexible hours1 day per week
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...programs equip you with the education, skill-... ...with clients to support them through every stage... ...they are considered independent contractors3 for income... ...to 0 and earned by full time, active Financial...Full timeContract workFor contractorsWork at office$72k - $141k
.../life balance opportunities and a strong benefits... ...in our Financial Lines Claims team... ...investment advisors. The Individual... ...in accordance with departmental... ...handling protocols.Leads focused... ...to determine independent assessment of... ...; Atlanta, GA, USAType: Full timeFull timeWork experience placementWork at officeLocal areaShift work$23 - $33 per hour
...Union Financial Services Associate As a... ...Responsibilities: Work with customer accounts... ...exceptional support. ~ Demonstrated... ...Ability to work independently with minimal... ...the world. As a leading provider of business... ...team member has the opportunity to thrive. Learn...Hourly payFor contractorsImmediate startWorldwideShift work- ...Merrill Wealth Management is a leading provider of comprehensive... ...Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to... ...Document all client interactions and opportunities within Salesforce accurately....Interim roleLocal areaImmediate startShift workDay shift
$18.75 - $25 per hour
...problem solver, trusted advisor, and partner to... ...communities. As a Lead Teller, you act as... ...relationships with Key by providing distinctive... ...to uncover financial needs and... ...believe it's our opportunity and our privilege... ...current on offerings. Supports the Branch Manager...Hourly payWork experience placementShift workDay shift- Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to... ...relationships, identifying lending opportunities, and collaborating with cross-functional teams to achieve... ...also include supervisory duties and support for the branch's operational efficiency...
$127.2k - $246.9k
...innovative excellence and supports our communities. With qualities like those, it's... ...organization.Responsibilities:Lead technology, data,... ...problem solving, analytical and independent judgment skills to support... ...work visa status for this opportunity (no sponsorship is...H1bLocal area$180k - $200k
...100% Onsite | Full-Time Independent RIA / Wealth Management... ...About the Opportunity We’re partnering with a growing... ...This is not an advisor role, sales role... ...You’ll Be Doing Lead daily operations... ...up, and ongoing support. Build KPIs,... ...client onboarding, financial planning...Full timeWork at officeLocal area- ...Institutional Student Financial Assistance... ...incorporates the full range of institutional... ...individual basis with students to provide... ..., application and supporting documents, presenting... ...(SGU), a leading provider of international... .... USS is an equal opportunity employer. As such,...Work at officeLocal areaMonday to FridayWeekend workAfternoon shift
$80k - $150k
...are seeking an experienced financial advisor to assist clients in designing... ...strong relationships with new clients as their trusted... ...professionals receive industry‑leading training, ongoing mentorship... ...goals, New York Life offers the opportunity to build a career with...- ...requirements and leading industry practices... ...portfolio, while supporting one or more Relationship... ...to move forward with a request.... ...time) * Determine financial information requirements... ...Identify cross-sale opportunities: Identify... ...DetailsJob Type: Full Time - PermanentCategory...Full time
- ...schedule Health insurance Opportunity for advancement Paid time off... ...and has grown to two locations with a team of 20. We’ve built a... ...offer training and licensing support, a 401(k), health benefits, and... ...: Are you an experienced financial services professional who thrives...Work at officeFlexible hours
- ...exciting journey as a Trainee Financial Advisor, where you will develop... ...financial planning, all while supporting clients in achieving their... ...industry, working closely with seasoned professionals who... ...to identify cross-selling opportunities within the firm's broad range...Traineeship
- ...and strengthen our community by promoting financial wellness, transparency, and respect. Join... ...including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.Role Overview:...Local areaFlexible hoursNight shift
- ...and strengthen our community by promoting financial wellness, transparency, and respect. Join... ...lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.Role Overview:...Local areaFlexible hoursNight shift
$99k
...crucial role in shaping the financial future of families and... .... As a Financial Advisor, you're not just part... ...re backed by a company with over 175 years of... ...your career growth in a supportive, collaborative setting... ...compensation and ample opportunities for advancement here....Permanent employment$21.78 - $25.59 per hour
...Title It Starts With Our Employees... ...relationships, and using financial knowledge to offer... ...Be a trusted advisor utilizing a consultative... ...Compliance: Support the branch by... ...options Volunteer opportunities Executive "... ...years. Through our full range of competitive...Hourly payWork at officeFlexible hoursNight shift- ...Senior Technical Advisor The... ...position at the full working level.... ...will have the opportunity to learn to perform... ...authority for financial management programs supporting Facilities Management... ...(FMSS). Independently plans, develops... ...activities. Leads the development...
- ...consistent sales execution, lead management, and proactive... ...service in alignment with the bank's mission, engaging... ...-selling to meet their financial needs. Present a confident... ..., maximize sales opportunities, and provide full-service support. Open new accounts, including...
- ...most respected brands in the Financial Services industry, is seeking... ...base by growing relationships with your network and providing... ...with company provided sales leads and network with new clients... ...grow with you Passive income opportunities and bonus programs Fully paid...Work at officeFlexible hours
- ...equitable compensation opportunities to all colleagues.... ...an open dialogue with your recruiter who... ...; offering financial & digital solutions... ...one of the world's leading global financial institutions... ...to providing the support our colleagues... ...can unlock your full potential to...Temporary workWork at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
- ...purpose to help make financial lives better through the... ...exceptional talent, supporting our teammates’ physical... ...an in-office culture with specific requirements... ...successful career with opportunities to learn, grow, and make... ...triaging client leads, making referrals to business...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$75k - $125k
...Description Job Description Financial Planner Melville, NY | Full-Time | 100% In-Office |... .... Long-Term Career Opportunity. An established independent wealth management... ...initially work closely with our partner advisors, supporting existing client relationships...Full timeWork at officeRelocationMonday to FridayFlexible hours
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