Wealth Advisor / Financial Consultant - NJ

WealthBridge Financial Group•Hoboken, NJ

16h

About The Position

WealthBridge Financial Group is seeking an entrepreneurial Financial Professional for its New Jersey location. The role involves working directly with clients to help them plan their financial futures and building an independent client practice with support from an experienced, collaborative team. The advisor develops trusted, long-term client relationships and creates personalized strategies for retirement, investments, insurance, and estate planning. They explain financial topics in accessible terms, collaborate with internal specialists, CPAs, and other professionals, and grow their client base through networking, referrals, and marketing. The role also requires staying current on market trends, financial products, and planning strategies. WealthBridge provides experienced mentors, consultants through Integrated Wealth Resources for complex cases, planning and marketing resources, business development systems, licensing support, ongoing training, career growth opportunities, and modern technology. The company describes the career path as flexible and designed for entrepreneurs to develop at their own pace.

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 with 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 so clients can make informed decisions.
Collaborate with internal specialists, CPAs, and other professionals to provide holistic solutions.
Grow a client base through networking, referrals, and marketing.
Stay informed about market trends, 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.
Access to experienced professionals, mentors, and consultants for complex client cases.
Advanced planning resources, digital marketing support, and business development systems.
Modern technology platforms for client engagement and planning.

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