Wealth Architect & Client Growth Advisor

WealthBridge Financial Group; Hackettstown (NJ); On-site; USD 65,000 - 110,000; 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 seeks a Financial Professional to partner with clients across retirement, investments, insurance, and estate planning. You’ll build a practice with strong support from an experienced team and access to integrated wealth resources.

You’ll design tailored strategies, educate clients to make informed decisions, and grow your book through referrals while staying ahead of market trends and planning developments.

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 clients through a consultative, client-first approach
• Design personalized plans covering retirement, investments, insurance, and estate planning
• Educate clients by breaking down complex topics for informed decisions
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Grow your book through networking, referrals, and marketing with company 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, economics, business

Tools

CRM systems

Illustration software

Job description

WealthBridge Financial Group in New Jersey seeks a Financial Professional to partner with clients across retirement, investments, insurance, and estate planning. You’ll build a practice with strong support from an experienced team and access to integrated wealth resources.

You’ll design tailored strategies, educate clients to make informed decisions, and grow your book through referrals while staying ahead of market trends and planning developments.