Entrepreneurial Wealth Advisor - Build Your Practice

Wealthbridge-Financial-Group; Morristown (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness resources

Job summary

WealthBridge Financial Group in New Jersey seeks a driven Financial Professional to meet clients, map out their financial futures, and build a practice with an experienced, collaborative team behind you.

You will design strategies across retirement, investments, insurance, and estate planning; educate clients; and grow your book through referrals and marketing, with licensing and training support from WealthBridge.

Qualifications

• Active Life & Health license in New York; 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 protective and wealth plans.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.
• Analytical and problem-solving ability to present compliant recommendations.
• Comfort with technology including illustration software, CRM systems, and digital tools.

Responsibilities

• Build lasting client relationships with a consultative, client-first approach.
• Design personalized strategies across retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed, confident decisions.
• Partner with internal specialists, CPAs, and other pros for holistic solutions.
• Grow your book through networking, referrals, and marketing support.
• Stay current with market trends and evolving planning strategies.

Skills

Consultative sales

Relationship building

Communication skills

Analytical thinking

Tech savvy

Education

Bachelor's degree in finance or related field

Tools

CRM systems

Illustration software

Digital client engagement tools

Job description

WealthBridge Financial Group in New Jersey seeks a driven Financial Professional to meet clients, map out their financial futures, and build a practice with an experienced, collaborative team behind you.

You will design strategies across retirement, investments, insurance, and estate planning; educate clients; and grow your book through referrals and marketing, with licensing and training support from WealthBridge.