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Financial Advisor

National Life Group (NYC) - Rich Donaldo

Financial Advisor

Hackensack, NJ +2 locations
Full Time
Paid
  • Responsibilities

    Job Description

    WealthBridge Financial Group is a rapidly growing boutique financial services firm (part of National Life Insurance Company, Montpelier, VT Est.1848) in search of creative and passionate sales professionals interested in pursuing a career as a financial advisor.

    As an advisor affiliated with WealthBridge Financial you’ll:

    ·        Build and maintain strong, proactive goals-based client relationships.

    ·        Focus on delivering value-added financial insights, advice and guidance.

    ·        Position yourself as a trusted advisor — the person people turn to with all their pressing financial questions and concerns.

    ·        Leverage our robust infrastructure and practice management expertise to build your own business, your own way.

    ·        Network with clients and other professional service providers to create truly powerful referral networks.

    ·        Be part of a collaborative team, all working together to cultivate loyal clients through a “one team” approach.

    A premier provider of financial solutions for high-net-worth, executives, business owners and their families, we pride ourselves on keeping clients at the center of everything we do.

    If you have strong values, communication skills & relationship skills, then we can help you build a thriving business by arming you with resources and solutions, and mentoring you with the insights and guidance of experienced advisors who are invested in your success.

    If you have one or more years of experience in a sales or financial services capacity along with a desire to align yourself with a firm where trust, teamwork and accountability are foundational values, we can offer you a unique opportunity to help improve the lives of individuals and families while making a positive difference in your community.

     

    Interested in learning more? We’d welcome a chance to speak with you.

     

     

     


     

    National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates. 

     

    Richard Donado is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. (ESI). Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of ESI, Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, 212-661-1600. WealthBridge Financial Group and all other entities are independent of ESI. 

     

    TC122352(0821)1

     

     

     

     

  • Locations
    Hackensack, NJ • New York, NY • Jericho, NY