Financial Professional: Build Your Own Advisory Practice

WealthBridge Financial Group; New Brunswick (NJ); On-site; USD 65,000 - 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 is seeking a Financial Professional in New Jersey. You will sit with clients to map out their financial future, build a personal practice, and collaborate with an experienced team to deliver holistic planning—retirement, investments, insurance, and estate planning.

The role emphasizes consultative sales, client education, and expanding your book of business with our support, tools, and licensing assistance.

Qualifications

• Active Life & Health license (NY) in good standing; other licenses helpful.
• 2+ years of life insurance sales with a proven production record.
• Strong product knowledge across term, whole, universal, and IUL.

Responsibilities

• Build lasting relationships with clients and earn their trust.
• Design customized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to help them make informed decisions.

Skills

Active Life & Health license

Life insurance sales

Client relationship skills

Education

Bachelor's degree in finance/economics/business

Tools

CRM systems

Illustration software

Digital client tools

Job description

WealthBridge Financial Group is seeking a Financial Professional in New Jersey. You will sit with clients to map out their financial future, build a personal practice, and collaborate with an experienced team to deliver holistic planning—retirement, investments, insurance, and estate planning.

The role emphasizes consultative sales, client education, and expanding your book of business with our support, tools, and licensing assistance.