Wealth Advisor & Growth Strategist — NJ

Wealthbridge-Financial-Group; Hoboken (NJ); On-site; USD 90,000 - 130,000; 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 build a practice helping clients map their financial future. You will work with an experienced team to deliver personalized retirement, investments, life insurance, and estate strategies.

You’ll educate clients by breaking down complex topics and partnering with internal specialists to offer holistic solutions. Expect a platform that supports growth and ongoing professional development.

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 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.

Responsibilities

• Build lasting relationships with a consultative, client-first approach that keeps clients with you for years.
• Design personalized plans covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics so they can make informed decisions.
• Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with our support behind you.
• Stay sharp on market trends, new products, and evolving planning strategies.

Skills

Active Life & Health license

2+ years of life insurance sales

Strong product knowledge (Term, Whole,

Consultative sales skills

Established network/book of business

Excellent communication & relationship

Analytical & problem-solving ability

Comfort with illustrating software & a

Education

Bachelor’s degree in finance, economics, business

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group in New Jersey is seeking a Financial Professional to build a practice helping clients map their financial future. You will work with an experienced team to deliver personalized retirement, investments, life insurance, and estate strategies.

You’ll educate clients by breaking down complex topics and partnering with internal specialists to offer holistic solutions. Expect a platform that supports growth and ongoing professional development.