Entrepreneurial Financial Advisor – Build Your Practice

WealthBridge Financial Group; Red Bank (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group in New Jersey seeks a Financial Professional to sit across from clients, map out their financial future, and build a practice that’s truly yours. You’ll have an experienced team behind you every step, with licenses and ongoing guidance to expand your advisory services.

You’ll collaborate with internal specialists and external professionals to deliver tailored strategies across retirement, investments, protection, and estate planning, while expanding your client base

Qualifications

• Active Life & Health license in New York; additional state licenses are a plus.
• 2+ years of experience selling life insurance with a strong production record.
• Strong knowledge across term, whole life, universal life, and IUL.
• Consultative sales skills to design protection, wealth accumulation, and legacy plans.
• Established network or ability to generate clients via referrals and prospecting.
• Excellent communication and relationship-building with a track record of retention.
• Analytical, problem-solving ability and comfort with tech tools.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized plans covering retirement, investments, insurance, and estate planning.
• Educate clients with clear, informed guidance on complex topics.
• Partner with internal specialists and external professionals for holistic solutions.
• Grow your book through networking, referrals, and targeted marketing.
• Stay current on market trends, products, and planning strategies.

Skills

Consultative sales

Communication

Relationship building

Analytical thinking

Problem solving

Tech savvy

Education

Bachelor’s degree in finance/economics/business

Tools

CRM systems

Illustration software

Digital client engagement tools

Job description

WealthBridge Financial Group in New Jersey seeks a Financial Professional to sit across from clients, map out their financial future, and build a practice that’s truly yours. You’ll have an experienced team behind you every step, with licenses and ongoing guidance to expand your advisory services.

You’ll collaborate with internal specialists and external professionals to deliver tailored strategies across retirement, investments, protection, and estate planning, while expanding your client base