Wealth Advisor & Financial Planning Pro

WealthBridge Financial Group; Hoboken (NJ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group in New Jersey is seeking a Financial Professional to sit with clients, map out their financial future, and build a personal practice with support from a collaborative team behind you.

You will leverage your Life & Health license and 2+ years of life insurance sales to design personalized plans across retirement, investments, and estate planning while collaborating with CPAs and other professionals.

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 production track record.
• Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
• Consultative sales skills to design protection, wealth accumulation, and legacy planning solutions.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills with retention and repeat business.

Responsibilities

• Build lasting relationships with clients and earn trust for long-term engagement.
• Design customized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for confident decisions.
• Collaborate with internal specialists, CPAs, and professionals for holistic solutions.
• Grow your client base through networking, referrals, and marketing support.
• Stay updated on market trends, products, and planning strategies.

Skills

Client relationships

Consultative selling

Analytical thinking

Tech-savvy CRM

Education

Bachelor’s degree in finance or related field

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group in New Jersey is seeking a Financial Professional to sit with clients, map out their financial future, and build a personal practice with support from a collaborative team behind you.

You will leverage your Life & Health license and 2+ years of life insurance sales to design personalized plans across retirement, investments, and estate planning while collaborating with CPAs and other professionals.