Wealth Advisor / Financial Consultant - NJ

About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don't do one-size-fits-all. Every strategy is personalized and forward-thinking, and it's grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We're growing, and we're looking for driven, entrepreneurial people to join us as Financial Professional in our New Jersey Location. You'll sit across the table from clients, help them map out their financial future, and build a practice that's truly yours. You'll have an experienced, collaborative team behind you every step of the way. What You'll Do Build lasting relationships. You'll earn clients' trust with a consultative, client-first approach that keeps them with you for yearsDesign custom strategies. You'll dig into each client's goals and create personalized plans covering retirement, investments, insurance, and estate planningEducate and empower. You'll break down complex topics so clients can make confident, informed decisionsBring in the experts. You'll partner with internal specialists, CPAs, and other professionals to deliver holistic solutionsGrow your book. You'll expand your client base through networking, referrals, and marketing, with our support behind youStay sharp. You'll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead Requirements Ideal Candidate RequirementsActive Life & Health license in New York, in good standing. Additional state licenses are a plus2+ years of experience selling life insurance, with a proven production track recordStrong product knowledge across term, whole life, universal life, and indexed universal life (IUL)Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planningAn established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospectingExcellent communication and relationship-building skills, with a record of client retention and repeat businessAnalytical and problem-solving ability to evaluate client situations and present clear, compliant recommendationsComfort with technology, including illustration software, CRM systems, and digital client engagement toolsPreferred QualificationsBachelor's degree in finance, economics, business, or a related fieldExperience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planningFamiliarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North AmericanAnnuity 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 oneInterest in building and leading a team Benefits What Sets Us Apart You're never on your own. You'll work alongside a network of experienced professionals and mentors, and you'll have consultants through Integrated Wealth Resources to help with complex client casesTools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clientsYour career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you buildWe invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advanceModern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impactIntegrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term Benefits That Take Care Of You Top-tier health coverage with medical, dental, and vision plans for you and your dependents401(k) with company match to help you build long-term financial securityLife and disability insurance for added peace of mindWellness programs and mental health resources to support you inside and outside the office