Financial Sales Consultant
WealthBridge Financial Group · Short Hills, New Jersey, United States · Posted Jun 17, 2026
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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.
www.wealthbridgefg.com
Position Overview
We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key Responsibilities
Develop and maintain long-term client relationships through a client-first, consultative approach
Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
Provide education and guidance to help clients make informed financial decisions
Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
Build and grow your own book of business through networking, referrals, and marketing initiatives
Stay current on financial markets, products, and planning strategies