Entrepreneurial Financial Advisor - Grow Your Practice (NJ)

Wealthbridge-Financial-Group; Hackettstown (NJ); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage (medical, den

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group, based in New Jersey, is seeking a Financial Professional to help clients map their financial future and build a personal practice with an experienced team behind you.

You’ll develop personalized plans across retirement, investments, insurance, and estate planning, using a consultative, client-first approach to grow your book and stay ahead of market trends.

Qualifications

• Active Life & Health license in NY 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.
• Consultative sales skills to uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or a demonstrated ability to generate your own clients through referrals and prospecting.
• Excellent communication and relationship-building skills with a track record of client retention.
• 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 with clients.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate and empower clients by breaking down complex topics for confident decisions.
• Bring in the experts by partnering with CPAs and other professionals for holistic solutions.
• Grow your book by networking, referrals, and marketing with company support.
• Stay sharp by keeping up with market trends, new products, and evolving planning strategies.

Skills

Active Life & Health license

Consultative sales

Communication & relationship-building

Analytical/problem-solving

Technology comfort: illustration tools

Education

Bachelor’s degree in finance/economics/business

Professional designations (CLU/ChFC/LUTCF/CFP) or progress

Securities licenses (SIE, Series 6/7/63/65/66)

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group, based in New Jersey, is seeking a Financial Professional to help clients map their financial future and build a personal practice with an experienced team behind you.

You’ll develop personalized plans across retirement, investments, insurance, and estate planning, using a consultative, client-first approach to grow your book and stay ahead of market trends.