Financial Consultant Jobs in New Jersey
Financial Consultant jobs in New Jersey are among the most active in the country, concentrated in wealth management, corporate finance, and insurance advisory across a dense corridor of financial services firms and major corporate headquarters. The heaviest hiring is in Newark, Princeton, and the Jersey City-Hoboken waterfront, where firms like Prudential Financial, Merrill Lynch, and Cognizant maintain large, lasting operations. Demand runs from entry-level associate positions through senior portfolio and planning roles, with the strongest need in retirement planning, tax-advantaged investment strategy, and institutional client advisory. Find a role that fits below and apply directly.
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Showing 3 of 9+ Financial Consultant jobs
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
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
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
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
See All 9 Financial Consultant Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Financial Consultant Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
What New Jersey Employers Look For
The qualifications that appear most often in financial consultant jobs across New Jersey.
- Active FINRA Series 65 or Series 66 registration recognized in New Jersey
- Bachelor's degree in finance, accounting, economics, or a closely related field
- CFP, CFA, or ChFC designation preferred or required for senior advisory roles
- Two or more years of client-facing financial planning or investment advisory experience
- Demonstrated proficiency with financial planning software such as eMoney or MoneyGuidePro
- Strong knowledge of New Jersey state tax regulations and estate planning considerations
Financial Consultant Jobs in New Jersey: Frequently Asked Questions
How do you become a financial consultant in New Jersey?
To work as a financial consultant in New Jersey you need to register with FINRA and hold the appropriate securities license, most commonly the Series 65 for investment advisers or the Series 66 if paired with a Series 7. New Jersey investment advisers operating independently must also register with the New Jersey Bureau of Securities under the New Jersey Uniform Securities Law. Most employers require a bachelor's degree in finance, accounting, or economics, and a CFP or CFA credential significantly strengthens your candidacy for client-facing roles.
Which companies hire financial consultants in New Jersey?
Employers hiring financial consultants in New Jersey right now include Wealthbridge Financial, Fidelity Investments, and Accordant, based on current listings on Migrate Mate as of November 2026. New Jersey's dense concentration of insurance carriers, asset managers, and corporate treasury departments in the Newark and Princeton corridors means openings appear across a wide range of firm types, from global financial institutions to regional wealth management boutiques.
Which New Jersey cities have the most financial consultant jobs?
Morristown, Wayne, and Hoboken consistently account for the largest share of financial consultant openings in New Jersey. Newark anchors demand as home to major insurance and financial services headquarters, while Jersey City draws roles from firms with offices along the Hudson waterfront, and Princeton attracts corporate finance and wealth management positions tied to the pharmaceutical and technology companies clustered in the surrounding corridor.
Are there remote financial consultant jobs in New Jersey?
Yes, and more than many client-service roles, since financial planning and investment advisory work is largely analytical and communication-based. About 100% of financial consultant openings tied to New Jersey are remote or hybrid as of November 2026, reflecting the industry's growing comfort with virtual client relationships. Portfolio review, financial planning analysis, and retirement strategy work are the functions most commonly performed fully remotely, while new client acquisition and relationship management typically require in-person availability.
How can I get hired as a financial consultant in New Jersey with little or no experience?
The most realistic entry path is a financial analyst or client services associate role at one of New Jersey's large insurance or asset management firms, where companies like Prudential Financial and Investors Bank run structured rotational or new-graduate programs that funnel candidates into advisory tracks. Lateral moves from banking, accounting, or insurance underwriting are common stepping stones. Completing the Series 65 exam before applying signals seriousness and removes a hurdle for hiring managers, even without years of direct advisory experience.
Where can I find and apply to financial consultant jobs in New Jersey?
You can find and apply to financial consultant jobs in New Jersey on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that fit your background and target location, and apply directly to the employers posting them.
See All 9 Financial Consultant Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs