Wealth Advisor / Financial Consultant - NJ

WealthBridge Financial Group • Full-time • Remote (Morristown, New Jersey, United States) • 2d ago

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