Client-First Wealth Advisor

WealthBridge Financial Group; Hackettstown (NJ); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group in New Jersey is seeking a Financial Professional to map clients' financial futures and build a personal practice with strong team support. You’ll sit with clients, design strategies, and grow your book with guidance from an experienced, collaborative network.

You’ll work across retirement, investments, life insurance, and estate planning, using our planning tools and digital engagement platforms to educate clients and help them make informed decisions.

Qualifications

• Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
• 2+ years of experience selling life insurance with a proven production track record.
• Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
• Consultative sales skills with ability to uncover client needs and design solutions for protections, wealth accumulation, and legacy planning.
• An established network or book of business, or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills, with a record of client retention and repeat business.
• Analytical and problem-solving ability to evaluate client situations and present compliant recommendations.
• Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.

Responsibilities

• Build lasting relationships with clients using a consultative, client-first approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to enable informed decisions and confidence in planning.
• Collaborate with internal specialists, CPAs, and other professionals for holistic solutions.
• Grow your book through networking, referrals, and marketing with company support.
• Stay current with market trends, products, and planning strategies to keep clients ahead.

Skills

Life & Health license

Sales experience

Consultative selling

Client relationship-building

Communication skills

Analytical thinking

Tech-savvy CRM tools

Education

Bachelor’s degree in finance or related field

Tools

Illustration software

CRM systems

Digital client engagement tools

Microsoft Excel

Job description

WealthBridge Financial Group in New Jersey is seeking a Financial Professional to map clients' financial futures and build a personal practice with strong team support. You’ll sit with clients, design strategies, and grow your book with guidance from an experienced, collaborative network.

You’ll work across retirement, investments, life insurance, and estate planning, using our planning tools and digital engagement platforms to educate clients and help them make informed decisions.