Job Description

Join WellBridge Wealth: Where Your Financial Expertise Meets Purpose! Are you a seasoned financial expert with an unwavering commitment to excellence? WellBridge Wealth, a premier boutique financial advisory firm located in Colchester, VT, is inviting a talented Financial Advisor to join our esteemed team. At WellBridge Wealth, we don’t just manage wealth; we craft financial futures. We pride ourselves on working intimately with a select group of families, guiding them through life’s pivotal moments with tailored financial plans. Integrity is our foundation, excellence is our norm, and our community spirit is unmatched. Here, you’ll not only be part of a team; you’ll be an integral piece of our clients' life-changing journeys. As a Financial Advisor at WellBridge Wealth, you’ll be at the forefront of client relationships, utilizing your expertise to create unique and impactful financial plans. Your days will be filled with managing, gathering, and analyzing client data, crafting meticulous financial strategies, and participating in meaningful client visits. Your role will be instrumental in defining and differentiating our practice, ensuring every client receives the exceptional service they deserve. Qualifications:

• Bachelor’s Degree or Higher
• Fully licensed: (Series 7, 66, and Life, Accident & Health Securities licenses)
• CFP® designation: Or willingness to obtain it, along with other related designation(s)
• 5+ years’ experience: Previous financial advisory or similar role experience

Key Responsibilities:

• Client Excellence: Provide unwavering financial advice and stellar client support.
• Data Precision: Master the art of collecting, interpreting, and analyzing client financial data.
• Market Mastery: Stay abreast of economic shifts, ensuring strategies align with global events.
• Portfolio Expertise: Manage portfolios with precision, ensuring strategic rebalancing and optimal performance.
• Strategic Insight: Develop informed recommendations, executing trades and aligning with proposed portfolios.

Benefits & Compensation:

• Time Off: Generous paid time off for work-life harmony.
• Financial Security: Competitive salary, starting at $80,000-$175,000 per year dependent upon experience and licenses, plus bonus opportunities.
• Wealth Building: 401(k) with company match and Profit Sharing for a secure future.
• Health & Wellness: Comprehensive health, dental, and life insurance plans, plus employee discounts.
• Growth Opportunities: Personal development initiatives and pathways to career progression.

Are you ready to elevate your career while crafting financial legacies? Send us your resume and cover letter. WellBridge Wealth is an equal opportunity employer, celebrating diversity and embracing talent from all walks of life. Join us and be part of something truly extraordinary!

Job Tags

Full time, Shift work,

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