Wealth Advisor / Financial Consultant - NJ

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.

Requirements
Ideal Candidate
Requirements
Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
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. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
An established network or book of business, or a demonstrated ability to generate your own 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.
Preferred Qualifications
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