WealthBridge Financial Group→
Financial Services Professional (New… at WealthBridge… · Hoboken
Job Description
About Us
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
The Opportunity
This is not a typical advisor role. We are looking for a seasoned financial professional who has already built a strong book of business and is now ready to elevate their practice to the next level. If you have a proven track record in life insurance and annuity production and an appetite for the high-net-worth market, this opportunity was built for you.
This role is designed for the advisor who is ready to deepen client relationships, expand their market presence, and build a practice that delivers real, lasting impact for the families and businesses they serve.
What You'll Be Doing
Serving High-Net-Worth Clients
- Deliver holistic, consultative financial strategies tailored to the unique needs of affluent individuals, families, and business owners
- Leverage advanced planning strategies — including estate planning, business succession, and tax-efficient wealth transfer — to provide meaningful differentiation in the marketplace
- Maintain an active, growing book of business with a focus on life insurance and annuity solutions
Building Strategic Relationships
- Cultivate and maintain referral partnerships with CPAs, estate attorneys, and other centers of influence to consistently access high-quality opportunities
- Partner with internal specialists to deliver sophisticated, comprehensive solutions to complex client situations
- Position yourself as a trusted financial authority through community engagement, professional networking, and consistent client-first service
Driving Client Outcomes
- Take a needs-based, goals-driven approach to every client engagement — putting long-term financial security at the center of every recommendation
- Utilize a broad product portfolio and advanced planning tools to address wealth accumulation, asset protection, income planning, and legacy goals
- Build long-term relationships that generate referrals, repeat business, and a reputation for excellence