Job Description
Join WealthBridge Financial Group and transform lives through financial planning in Riverside's thriving market! We're seeking passionate Financial Advisors to deliver personalized wealth management solutions while enjoying the unique benefit of weekly pay. Build your career in one of California's fastest-growing financial hubs with uncapped earning potential and comprehensive training.
Our advisors work directly with diverse clients to create customized investment strategies, retirement plans, and risk management solutions. We provide state-of-the-art technology, a robust referral network, and ongoing professional development to ensure your success.
Responsibilities
- Develop comprehensive financial plans for individuals and families
- Build and maintain client relationships through personalized consultations
- Analyze market trends and recommend investment opportunities
- Present complex financial concepts in accessible terms
- Meet/exceed sales targets while maintaining ethical compliance
- Utilize CRM systems to track client interactions and growth
- Participate in community outreach to expand client base
Qualifications
- Series 7 & 66 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- Minimum 2 years financial services experience
- Strong presentation and communication skills
- Proven track record in client relationship management
- Proficiency with financial planning software (e.g., MoneyGuidePro)
- CA state life/health insurance license
- Ability to pass FINRA background checks