Wealth Advisor / Financial Consultant - NJ

WealthBridge Financial Group • Morristown, NJ

2d

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial financial professionals for its New Jersey location. The role involves advising individuals, families, and business owners on personalized financial strategies and building a client practice with support from an experienced, collaborative team. Advisors develop long-term client relationships, create plans addressing retirement, investments, insurance, and estate planning, and help clients make informed decisions. They collaborate with internal specialists, CPAs, and other professionals, grow their client base through networking, referrals, and marketing, and stay current on market trends, products, and planning strategies. The company provides planning resources, digital marketing and business development support, licensing support, training, professional development, mentorship, and technology platforms.

Requirements

• Active Life & Health license in New York, in good standing; additional state licenses are a plus.
• At least 2 years of experience selling life insurance, with a proven production track record.
• Strong knowledge of term, whole life, universal life, and indexed universal life (IUL) products.
• Consultative sales skills and the 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

• 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.
• Develop 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, marketing, and prospecting.
• Keep up with market trends, new products, and evolving planning strategies.

Benefits

• Medical, dental, and vision plans for employees 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.
• Mentorship and access to consultants through Integrated Wealth Resources for complex client cases.
• Advanced planning resources, digital marketing support, and business development systems.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed