Job Description
Launch your finance career with WealthBridge Financial Partners, a top-rated advisory firm in St. Louis! We're seeking motivated individuals with no prior experience to join our award-winning training program. You'll receive comprehensive mentorship, industry certifications, and a clear path to becoming a licensed Financial Advisor. Our supportive environment combines cutting-edge technology with personalized client relationships to build your success.
Why join us? • Industry-leading compensation structure • 12-week paid training program • Health/dental/vision benefits • 401(k) with company match • Career advancement opportunities
Responsibilities
- Build client relationships through consultative financial planning
- Develop personalized investment strategies for diverse client portfolios
- Conduct thorough financial needs analysis and risk assessments
- Stay current on market trends and regulatory changes
- Collaborate with senior advisors on complex client cases
- Participate in ongoing professional development and training
- Maintain compliance with FINRA/SEC regulations
Qualifications
- Bachelor's degree in any field (business/finance preferred but not required)
- Exceptional communication and interpersonal skills
- Strong problem-solving and analytical abilities
- Proven self-motivation and goal-oriented mindset
- Valid driver's license and reliable transportation
- Pass FINRA Series 7 and 63 exams during training period
- Ability to pass background check and credit review