Job Description
Join WealthBridge Advisors, a premier financial services firm in Buffalo, NY, and launch your career as a Financial Advisor. We're seeking passionate professionals to help clients build wealth through personalized financial planning, investment strategies, and retirement solutions. Enjoy a collaborative culture with ongoing training, competitive benefits, and uncapped earning potential.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through trust-based consultations
- Analyze market trends to optimize investment portfolios
- Execute trades and monitor client accounts for performance
- Comply with FINRA regulations and industry best practices
- Participate in community outreach to expand client base
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Strong analytical skills and market knowledge
- Exceptional communication and presentation abilities
- Proven track record in client relationship management
- CFP designation preferred but not required