About this opportunity
WealthBridge Financial Group lists this Wealth Advisor / Financial Consultant - NJ opportunity in atlantic city, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job 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.
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.
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
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 were tenure? No: 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
#J-18808-Ljbffr
Worksite address
atlantic city, NJ, 08400, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.