Wealth Advisor / Financial Consultant - NJ

WealthBridge Financial Group • Red Bank, NJ

2d • Onsite

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial individuals to join their team as Financial Professionals in their New Jersey location. The role involves working directly with clients to help them plan their financial future and build their own practice, supported by an experienced and collaborative team. The company focuses on personalized, innovative, and educational strategies to help clients build, protect, and grow their wealth, aiming to be trusted advisors for life.

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 to 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 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

• 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 relationships with clients through a consultative, client-first approach.
• Design personalized financial plans covering retirement, investments, insurance, and estate planning.
• Educate clients on complex financial topics to enable informed decision-making.
• Collaborate with internal specialists, CPAs, and other professionals to provide comprehensive solutions.
• Expand the client base through networking, referrals, and marketing, with company support.
• Stay updated on market trends, new products, and evolving planning strategies.

Benefits

• Top-tier health coverage with medical, dental, and vision plans for you and your dependents
• 401(k) with company match
• Life and disability insurance
• Wellness programs and mental health resources
• Licensing support
• Ongoing training
• Clear career growth opportunities
• Continued professional development
• Consultants through Integrated Wealth Resources for complex client cases
• Advanced planning resources
• Digital marketing support
• Business development systems

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level