Financial Advisor Non Captive
About The Position
WealthBridge Financial Group is seeking an entrepreneurial Financial Advisor to join its team in New Jersey. The advisor will work directly with clients to help them plan their financial futures and build a personal practice, with support from an experienced, collaborative team and mentors. The role uses a consultative, client-first approach to develop lasting relationships and personalized strategies across retirement, investments, insurance, and estate planning. Advisors educate clients, collaborate with internal specialists and external professionals, and grow their client base through networking, referrals, and marketing. The company provides advanced planning resources, digital marketing support, business development systems, licensing support, ongoing training, career growth opportunities, professional development, and technology for client engagement and planning. The career path is designed to be flexible and entrepreneurial.
Requirements
- Active Life & Health license in New York, in good standing.
- At least 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 and the ability to uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
- An established network or book of business, or demonstrated ability to generate 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.
Nice To Haves
- Additional state licenses.
- 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.
Responsibilities
- Build lasting client relationships through a consultative, client-first approach.
- Assess client goals and design personalized strategies covering retirement, investments, insurance, and estate planning.
- Explain complex financial topics so clients can make informed decisions.
- Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow a client base through networking, referrals, and marketing.
- Keep up with market trends, new products, and evolving planning strategies.
Benefits
- Medical, dental, and vision plans for employees and their dependents.
- 401(k) with company match.
- Life and disability insurance.
- Wellness programs and mental health resources.
- Licensing support, ongoing training, career growth opportunities, and continued professional development.
- Advanced planning resources, digital marketing support, and business development systems.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
