Financial Advisor Non Captive
About The Position
WealthBridge Financial Group is seeking driven, entrepreneurial people to join its team as Financial Professionals in New Jersey. The role involves working directly with clients to map out their financial futures and building an independent practice with support from an experienced, collaborative team. Advisors take a personalized, consultative approach to help individuals, families, and business owners build, protect, and grow their wealth. The Financial Advisor develops customized plans covering retirement, investments, insurance, and estate planning; explains complex topics so clients can make informed decisions; and collaborates with internal specialists, CPAs, and other professionals to provide holistic solutions. The role also involves growing a client base through networking, referrals, and marketing, while staying current on market trends, products, and planning strategies. WealthBridge provides experienced colleagues and mentors, case support through consultants at Integrated Wealth Resources, advanced planning resources, digital marketing support, business development systems, modern technology, licensing support, ongoing training, career growth opportunities, and professional development. The company describes its culture as entrepreneurial, flexible, collaborative, innovative, and grounded in integrity and long-term client 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 for retirement, investments, insurance, and estate planning.
- Explain complex financial topics to help clients make confident, informed decisions.
- Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow a client base through networking, referrals, and marketing, using company support.
- Keep current with market trends, new products, and evolving financial 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.
- Advanced planning resources, digital marketing support, business development systems, and modern technology.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
