Entrepreneurial Financial Advisor
WealthBridge Financial Group
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
WealthBridge Financial Group seeks a driven Financial Professional in New Jersey. You will meet with clients to map financial futures, build a practice with an experienced team backing you, and grow your client base through referrals and marketing.
You'll work with specialists to design comprehensive plans and stay ahead of market changes. You will leverage your licenses, licenses in life insurance, and a consultative sales approach to provide compliant, tailored recommendations and build
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 IUL.
Responsibilities
- Build lasting relationships with clients.
- Design custom strategies covering retirement, investments, insurance, and estate planning.
- Educate clients on complex topics for confident decisions.
- Partner with internal specialists to deliver holistic solutions.
Skills
Education
Tools
Job description
WealthBridge Financial Group seeks a driven Financial Professional in New Jersey. You will meet with clients to map financial futures, build a practice with an experienced team backing you, and grow your client base through referrals and marketing.
You'll work with specialists to design comprehensive plans and stay ahead of market changes. You will leverage your licenses, licenses in life insurance, and a consultative sales approach to provide compliant, tailored recommendations and build
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
