Entrepreneurial Wealth Advisor

WealthBridge Financial Group; Atlantic City (NJ); On-site; USD 65,000 - 100,000; Full time

Job summary

WealthBridge Financial Group is hiring a Financial Professional in our New Jersey location. You will meet with clients to map out their financial future, design personalized retirement, investment, insurance, and estate plans, and collaborate with a team of specialists to deliver holistic solutions.

Success requires a life/health license, 2+ years in financial services with a strong production track record, and the ability to build a client base through referrals and prospecting.

Qualifications

• Active Life & Health license (New York) or ability to obtain; multi-state licenses a plus
• 2+ years of experience selling life insurance or financial products with a strong production track record
• Knowledge of term, whole life, universal life, and indexed universal life products
• Ability to translate client needs into protect/accumulation/estate planning solutions
• Established network or demonstrated ability to generate clients via referrals and prospecting
• Excellent communication and relationship-building skills with proven client retention

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach
• Design personalized strategies covering retirement, investments, insurance, and estate planning
• Educate clients on complex financial topics to enable informed decisions
• Collaborate with internal CPAs and professionals to deliver holistic solutions
• Grow book of business through networking, referrals, and marketing support
• Stay updated on market trends and product changes to keep clients ahead

Skills

Consultative sales

Client relationship management

Analytical thinking

Technology proficiency

Education

Bachelor's degree in finance, economics, business

Tools

CRM systems

Illustration software

Digital client engagement tools

Job description

WealthBridge Financial Group is hiring a Financial Professional in our New Jersey location. You will meet with clients to map out their financial future, design personalized retirement, investment, insurance, and estate plans, and collaborate with a team of specialists to deliver holistic solutions.

Success requires a life/health license, 2+ years in financial services with a strong production track record, and the ability to build a client base through referrals and prospecting.