Wealth Advisor / Financial Consultant - NJ

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

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health资源

Job summary

WealthBridge Financial Group in New Jersey is seeking a Financial Professional to map clients' financial futures, build personalized plans across retirement, investments, insurance, and estate planning, and grow a practice that is truly yours. You’ll work with an experienced, collaborative team behind you every step of the way.

You’ll build lasting client relationships, design custom strategies, educate clients, and partner with internal specialists to deliver holistic solutions while expanding

Qualifications

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

Responsibilities

• Build lasting relationships with clients through consultative, client-first approaches.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients with clear, informed decisions on complex topics.
• Bring in experts including CPAs and internal specialists for holistic solutions.
• Grow your book through networking, referrals, and marketing with company support.
• Stay sharp on market trends, products, and evolving planning strategies.

Skills

Active Life & Health license

2+ years of experience selling life

Strong product knowledge

Consultative sales skills

Established network

Excellent communication

Analytical problem solving

Comfort with technology

CRM systems

Digital client engagement tools

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

CRM systems

Digital engagement tools

Job description

About Us

WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.

www.wealthbridgefg.com

The Opportunity

We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professional in our New Jersey Location. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.

What You’ll Do

• 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.

Ideal Candidate

• Requirements
  • Active Life & Health license in New York, 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 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.
• Preferred Qualifications
  • Bachelor’s degree in finance, economics, business, or a related field
  • Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
  • Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American
  • Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)
  • Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one
  • Interest in building and leading a team

What Sets Us Apart

• You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
• Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
• Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
• We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
• Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
• Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Benefits That Take Care of You

• Top-tier health coverage with medical, dental, and vision plans for you and your dependents
• 401(k) with company match to help you build long-term financial security
• Life and disability insurance for added peace of mind
• Wellness programs and mental health resources to support you inside and outside the office