Financial Advisor Non Captive
About The Position
WealthBridge Financial Group is seeking driven, entrepreneurial Financial Professionals for its New Jersey location. The role involves working directly with clients to plan their financial futures and building an individual practice with support from an experienced, collaborative team. Advisors develop lasting client relationships, create personalized financial strategies, explain complex topics, collaborate with internal specialists and external professionals, and expand their client base. The position also involves staying informed about market trends, products, and planning strategies.
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 ability to identify 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 plans 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 the 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.
- Experienced professionals and mentors, plus consultants through Integrated Wealth Resources for complex client cases.
- Advanced planning resources, digital marketing support, business development systems, and modern client engagement and planning platforms.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
