# Wealth Advisor / Financial Consultant - NJ

**Company:** [WealthBridge Financial Group](https://jobs.workable.com/companies/4f5wQEtbNCPU5kn2kfVBuv.md)
**Location:** Hoboken, United States
**Workplace:** hybrid
**Employment type:** Full-time

[Apply for this job](https://jobs.workable.com/view/33d50c7f-1e68-44a5-9f0e-c564774ee28a)

## Description

**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](https://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 years.
-   **Design custom strategies.** You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
-   **Educate and empower.** You’ll break down complex topics so clients can make confident, informed decisions.
-   **Bring in the experts.** You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
-   **Grow your book.** You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
-   **Stay sharp.** You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.

## 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

## 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 cases.
-   **Tools that do the heavy lifting.** We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
-   **Your career, your way.** The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
-   **We invest in you from day one.** That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
-   **Modern technology.** Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
-   **Integrity 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 dependents
-   **401(k) with company match** to help you build long-term financial security
-   **Life and disability insurance** for added peace of mind
-   **Wellness programs and mental health resources** to support you inside and outside the office