Wealth Planner & Client-First Advisor

WealthBridge Financial Group; Atlantic City (NJ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group in New Jersey is seeking a driven Financial Professional to partner with clients on personalized financial plans. You will map out futures across retirement, investments, and insurance with support from an experienced team. The role emphasizes relationship-building, prospecting, and technology-enabled advisory.

You will work under a collaborative structure with access to consultants and planning resources to grow a personal client book and stay ahead of market trends.

Qualifications

• Active Life & Health license in New York, in good standing.
• 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 to uncover client needs and design protection, wealth accumulation, and estate planning.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building, with a record of client retention and repeat business.
• Analytical and problem-solving ability to evaluate client situations and present compliant recommendations.
• Comfort with technology, including CRM systems and digital client engagement tools.

Responsibilities

• Build lasting relationships with clients through a consultative, client-first approach.
• Design custom strategies covering retirement, investments, insurance, and estate planning.
• Educate clients on complex topics to enable informed decisions.
• Partner with internal specialists to deliver holistic solutions.
• Grow client base through networking, referrals, and marketing support.
• Stay current with market trends, products, and planning strategies.

Skills

Life & Health license

Consultative sales

Relationship building

Networking & referrals

Client needs analysis

Analytical problem-solving

Tech savvy (CRM)

Education

Bachelor’s degree in finance or related field

Tools

CRM systems

Digital client engagement tools

Illustration software

Job description

WealthBridge Financial Group in New Jersey is seeking a driven Financial Professional to partner with clients on personalized financial plans. You will map out futures across retirement, investments, and insurance with support from an experienced team. The role emphasizes relationship-building, prospecting, and technology-enabled advisory.

You will work under a collaborative structure with access to consultants and planning resources to grow a personal client book and stay ahead of market trends.