Wealth Advisor / Financial Consultant - NJ

WealthBridge Financial Group • Hackettstown, NJ

2d

About The Position

WealthBridge Financial Group is seeking driven, entrepreneurial Financial Professionals to join its New Jersey team. The role involves advising individuals, families, and business owners on personalized strategies to build, protect, and grow their wealth, while developing and growing a client practice with support from experienced colleagues and mentors.

The advisor builds long-term client relationships; assesses financial goals and creates strategies spanning retirement, investments, insurance, and estate planning; explains complex topics so clients can make informed decisions; and collaborates with internal specialists, CPAs, and other professionals on holistic solutions. The role also involves growing a client base through networking, referrals, and marketing, and staying current on market trends, products, and planning strategies.

The company describes a flexible, entrepreneurial career path and provides licensing support, training, professional development, planning resources, digital marketing support, business development systems, and modern client engagement and planning technology.

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 knowledge of term, whole life, universal life, and indexed universal life (IUL) products.
• 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 covering retirement, investments, insurance, and estate planning.
• Explain complex financial topics to help clients make confident, informed decisions.
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Grow a client base through networking, referrals, and marketing.
• Keep current with market trends, new products, and evolving planning strategies.

Benefits

• Medical, dental, and vision coverage for the employee and dependents.
• 401(k) with company match.
• Life and disability insurance.
• Wellness programs and mental health resources.
• Licensing support, ongoing training, and continued professional development.

What This Job Offers

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