Wealth Advisor / Financial Consultant - NJ

WealthBridge Financial Group • Atlantic City, NJ

2d

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 map out their financial futures and building an individual practice with support from an experienced, collaborative team. Advisors develop personalized strategies for retirement, investments, insurance, and estate planning; explain financial concepts to help clients make informed decisions; and collaborate with internal specialists, CPAs, and other professionals to provide holistic solutions. They grow their client base through networking, referrals, and marketing, while staying current on market trends, products, and planning strategies. The company provides mentorship, complex-case consulting through Integrated Wealth Resources, planning and marketing tools, business development systems, licensing support, training, career growth opportunities, professional development, 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 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 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 using a consultative, client-first approach.
• Assess clients’ goals and design personalized plans covering retirement, investments, insurance, and estate planning.
• Explain complex financial topics so clients can make confident, informed decisions.
• Partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow a client base through networking, referrals, marketing, and prospecting.
• Stay informed about 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.
• Mentorship and access to consultants for complex client cases.
• Advanced planning resources, digital marketing support, and business development systems.
• Technology platforms that streamline client engagement and planning.

What This Job Offers

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