Wealth Management Advisor Trainee
WealthBridge Financial Group
Job Description
Job Description
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 OverviewWe 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
Requirements
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)
You’ll serve a diverse client base including:
- Individuals and families
- Business owners
- Institutions and organizations
- 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
Benefits
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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor Trainee in New York, NY vacancy
- ...company that invests in your success. About the Role As a wealth management trainee on our team, you'll work one-on-one with clients to create... ...re proud of. Ready to make a difference? Join our Financial Advisor Development Program today. Responsibilities No finance background...TraineeshipFull time
Bankers Life
New York, NY3 days ago $25k - $35k
ValueFinity in New York is seeking an Investment Advisor to join a comprehensive training and experience program. You will support... ...proactive learning, client service, and the CISI Masters in Wealth Management, which you are expected to complete within the remaining 30 months...TraineeshipPermanent employmentFull time$25k - $35k
Gladsoftit is seeking Investment Advisors in New York, NY to provide support in a dynamic environment. Applicants will assist branches... ...and will be expected to complete the CISI Masters in Wealth Management within three years. The role is a full-time permanent position...TraineeshipPermanent employmentFull time- ...Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico,... ...Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank within the Latin America team, you...TraineeshipFull timeSummer workSummer internshipImmediate start
JPMorgan Chase & Co.
New York, NYmore than 2 months ago - ...Metropolitan Transportation Authority is seeking a Staff Analyst Trainee in Business Planning at 2 Broadway, Manhattan. The role supports budget management, workforce planning, recruitment, and organizational reporting, collaborating with MTA People Department and OMB...Traineeship
Metropolitan Transportation Authority
New York, NY1 day ago - ...processes. The role involves preparing weekly financial reports, managing COA, COA and Pool Code IDs, and assisting with the annual State... .... A bachelor’s degree is required and experience ranges by trainee levels. NYS provides extensive benefits and a robust career pathway...TraineeshipWork at office
NYS Office Information Technology Services
New York, NY4 days ago $53.76k - $85.14k
The New York State Department of Financial Services is hiring a Financial Services Examiner 1 (Trainee 1 level) in New York City. This role involves monitoring financial services activities, ensuring compliance, and preparing reports. Applicants must have a relevant Bachelor...Traineeship- Reference: PR/601838_1784732821Wealth Management AdvisorRooted in Purpose. Driven by Client Success.As a Wealth Management Advisor, you will develop and grow a high-quality wealth management practice by managing and deepening relationships with an established book of high...
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...Full timeWork at officeFlexible hours
- ...apprenticeship program, delivering classroom and hands-on instruction in blueprint reading, GD&T, and precision measurement. You will develop trainees from entry to production-ready machinists, guiding safety, quality, and professional habits. The role emphasizes leadership,...TraineeshipApprenticeship
$100k - $115k
We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support... ...Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm. Members of...Temporary workWork at office1 day per week- ...and hands-on activities, ensuring alignment with NCCER requirements and Apache procedures. You will proctor module tests, evaluate trainee progress, maintain NCCER records and coordinate training with operations, safety and HR. Commitment to safety and excellence is essential...TraineeshipApprenticeship
- Une institution financière reconnue à New York recherche un Associé Conseiller Financier. Le candidat idéal doit posséder un Baccalauréat et une expérience pertinente. Dans ce rôle, il gère les ventes d'assurances et d'annuités, tout en éduquant les employés de TD sur les...Traineeship
- JPMorgan Chase & Co. is seeking an Advisor Trainee for Global Private Bank in the United States. You will join a team of bankers, investment specialists, wealth advisors, and lending specialists to learn wealth management, investments, lending, banking, and trust planning...Traineeship
- ...Life is looking for driven individuals to join the Financial Advisor Development Program, where you will work one-on-one with clients... ..., with a $2,000 bonus upon completion and ongoing mentorship to grow into wealth management and sales #J-18808-Ljbffr Bankers LifeTraineeship
$57.72k - $86.32k
TD Bank is hiring a Financial Advisor Trainee for their New York, NY location. This role supports the transition to Financial Advisor Associate, focusing on client relationships and investment strategies. Candidates should have strong interpersonal skills and a Bachelor...Traineeship$86.77k - $143.31k
DescriptionThe Grants Manager for the Arnhold Institute for Global Health (Arnhold Institute) and the Department of Global Health and... ...to fostering an environment where all faculty, staff, students, trainees, patients, visitors, and the communities we serve feel respected...TraineeshipLocal area- JPMorgan Chase & Co. in New York is seeking an Advisor Trainee for Global Private Bank. The Analyst Program builds wealth management expertise across investments, lending, banking, and Trust & Estates, with a five-week immersive global training kickoff and ongoing mentorship...TraineeshipFull time
- Raymond James is seeking a Financial Advisor Trainee to learn how to build an individual practice under mentorship. The role balances new client development, sales activities, investment management, customer service and compliance with ongoing professional growth. The...Traineeship
$100k - $300k
...Overview Join Madison Partners as a Wealth Management Advisor role. The Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model...Full timeRemote workMadison Partners
New York, NY2 days ago- ...Advanced Heart Failure program at Northwell Health is a multi-disciplinary team including heart failure cardiologists and surgeons, trainees, nurse practitioners, and registered nurses, as well as pharmacy, behavioral health, social work, and nutritional services. We...TraineeshipWork at office
- ...by a State's Department of Education or a recognized accrediting organization or full-time experience as a Locksmith Apprentice or Trainee to make a total of five (5) years of experience. Six (6) months of acceptable experience will be credited for each year of relevant...TraineeshipFull timeApprenticeshipWork from homeShift work
NYC Health Hospitals
New York, NY2 days ago - ...Wealth Management Advisor Location: New Castle, DE Why Join Us? If you’ve built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation—we offer a genuine competitive advantage. VISTA was built specifically around...Permanent employment
Vista Wealth Solutions
New York, NY3 days ago $53.76k
Job Overview Position: Financial Services Examiner 1 (Trainee 1 level). This role monitors financial services activities, reviews documents... ...techniques and ratios. Understanding of enterprise risk management functions of insurers. Critical thinking and decision making...TraineeshipPermanent employmentTemporary workNight shift- ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership... .... They are seeking experienced Senior Wealth Advisors to join their team in key regions... ...environments Strong relationship management and planning expertise Leadership and growth...Full timeWork at officeLocal areaRemote work
Next Level Recruiting, LLC
New York, NY3 days ago - ...Job Description Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our... ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement:...Work experience placementLocal areaFlexible hours
Equitable Advisors
New York, NY3 days ago - ...interview questions, drafting decisions, and presenting legal opinions as needed. This position may be staffed at Senior Attorney or Legal Trainee levels based on qualifications. Responsibilities include reviewing CIS case files, drafting detailed memoranda, providing legal...Traineeship
New York State Workers' Compensation Board
New York, NY22 hours ago - ...services firm in New York is seeking driven individuals to join as wealth managers. The role emphasizes building client relationships,... ...path with benefits including health insurance, flexible scheduling, and performance-based bonuses. #J-18808-Ljbffr Equitable AdvisorsTraineeshipFlexible hours
$39.52k - $68.64k
...specialists. We also have opportunities for motivated individuals looking to start their careers in the transportation industry. (Trainee positions may be available.) What We're Looking For: Minimum 18 years of age Ability to pass a pre-employment drug screening...TraineeshipFull timeImmediate startDay shiftAfternoon shiftConsolidated Bus Transit
New York, NY13 days ago$78k
...Valid CDL-A and 3+ months of current experience are required \n This lane is not suitable for students, recent grads, or trainees \n \n This Dedicated Route Offers: \n \n Home weekly for a 34-hour reset \n Drivers average $78,000 annually - top 10%...TraineeshipMinimum wageImmediate startNight shiftDay shiftC.R. England
Atlantic City, NJ5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor Trainee. Be the first to apply!
Related searches
- financial advisor wealth manager New York, NY
- wealth management advisor New York, NY
- wealth management consultant New York, NY
- wealth manager New York, NY
- dental trainee New York, NY
- recruitment trainee New York, NY
- operator trainee New York, NY
- hotel management trainee New York, NY
- trainee accountant New York, NY
- trainee no experience New York, NY