Job Description
Join WealthBridge Financial Group's elite team in sunny St. Petersburg, FL! We're seeking passionate Financial Advisors to transform lives through personalized wealth management strategies. Enjoy our modern waterfront office with unparalleled support systems, cutting-edge CRM technology, and comprehensive training programs. Build your dream career while helping clients achieve financial freedom in Florida's vibrant economic hub.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Cultivate and expand high-net-worth client portfolios through relationship-driven sales
- Stay current with market trends and regulatory changes (FINRA Series 7/66 required)
- Leverage proprietary analytics tools to deliver data-driven portfolio recommendations
- Collaborate with our in-house legal and tax specialists for complex client needs
- Participate in quarterly wealth summits with industry thought leaders
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- FINRA Series 7 & 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services sales/advisory experience
- Proven track record of building and retaining high-net-worth client relationships
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional presentation skills with ability to articulate complex concepts
- CFP designation or progress toward certification strongly preferred