Financial Advisor Non Captive
About The Position
WealthBridge Financial Group is seeking a driven, entrepreneurial Financial Advisor to join its New Jersey team. The advisor will work directly with individuals, families, and business owners to understand their goals and develop personalized strategies for retirement, investments, insurance, and estate planning. The role involves building long-term client relationships and growing an independent practice with support from experienced professionals, mentors, internal specialists, and consultants through Integrated Wealth Resources. The company provides advanced planning resources, digital marketing support, business development systems, modern client-engagement and planning platforms, licensing support, ongoing training, and professional development. The career path is flexible and intended for entrepreneurs who want to grow at their own pace. WealthBridge emphasizes client-first service, integrity, innovation, collaboration, and long-term trust.
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, including 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 using 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 provide holistic solutions.
- Grow a client base through networking, referrals, and marketing.
- Keep current with market trends, new products, and evolving planning strategies.
Benefits
- Medical, dental, and vision plans for the employee and 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
