Entrepreneurial Financial Advisor - Build Your Practice in NJ

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

Benefits offered by this job

Top-tier health coverage with medical,

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group in New Jersey is seeking a driven Financial Professional to join our growing practice. You’ll meet clients, map out financial futures, and build a personalized advisory book with support from an experienced team.

You’ll design strategies across retirement, investments, insurance, and estate planning, educate clients, and collaborate with CPAs and specialists to deliver holistic solutions while expanding your client base through referrals and marketing.

Qualifications

• Active Life & Health license in New York, in good standing.
• 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. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or book of business, or a demonstrated ability to generate your own 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 clear, compliant recommendations.
• Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.

Responsibilities

• Build lasting relationships. You'll earn clients' trust with a consultative, client-first approach that keeps them with you for years
• Design custom strategies. You'll dig into each client's goals and create personalized plans covering retirement, investments, insurance, and estate planning
• Educate and empower. You'll break down complex topics so clients can make confident, informed decisions
• Bring in the experts. You'll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Grow your book. You'll expand your client base through networking, referrals, and marketing, with our support behind you
• Stay sharp. You'll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead

Skills

Consultative sales

Relationship-building

Excellent communication

Analytical thinking

Needs analysis

Tech literacy

CRM experience

Education

Bachelor's degree in finance, economics, business, or a related field

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group in New Jersey is seeking a driven Financial Professional to join our growing practice. You’ll meet clients, map out financial futures, and build a personalized advisory book with support from an experienced team.

You’ll design strategies across retirement, investments, insurance, and estate planning, educate clients, and collaborate with CPAs and specialists to deliver holistic solutions while expanding your client base through referrals and marketing.