PEOPLE. IMPACT. OUTCOME.
Take Your Career To The Next Level
WealthBridge Financial Group is widely recognized for the high-quality resources and professional support we provide.
Our experience in advanced planning—particularly in premium financing, estate strategies, digital marketing support, and CPA collaboration—has made us a trusted partner for many financial professionals.
Whether you're an experienced advisor or just getting started, we offer structured guidance, clarity, and an environment where you can grow with confidence.
Ideal Candidate Profile
We are seeking growth-oriented financial professionals who meet the following criteria:
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Experience: Minimum 2+ years in financial services
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Licensing: Active Life, Accident & Health (LAH) license
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Investment Licenses: A plus, but not required
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Product Focus: Currently selling life insurance and annuities
Our Best Fits
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Independent advisors who want to remain independent but need stronger infrastructure and support
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Agents at captive firms with limited product options (non–open architecture)
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Bank-based advisors or professionals working within IMOs
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Product Focus: Currently selling life insurance and annuities
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Advisors currently with firms such as New York Life, MassMutual, Guardian, Equitable, Prudential, and similar organizations
What Makes Us Different
Build Real Momentum
We go beyond providing a platform. We partner with advisors to strategically grow, refine, and scale their practices with purpose, structure, and hands-on support that drives sustainable momentum and long-term success.
Proven Success
We know how to attract, serve, and retain high-net-worth clients. Our experience, systems, and strategic approach are designed to support sophisticated planning, strong market positioning, and consistent delivery of meaningful client value.
Personalized Local Support
Unlike large national firms that can feel transactional, we provide hands-on, relationship-driven support tailored to your market and goals, giving you direct access to experienced professionals who truly understand your business.
Dedicated In-House Expertise Across Every Discipline
Marketing & Lead Generation
Strategic campaigns and systems designed to create consistent opportunities.
Advanced Case Design
Sophisticated planning solutions for complex client situations.
Investment Planning
Thoughtful portfolio strategies aligned with client goals and risk profiles.
Financial Planning & Design
Comprehensive planning frameworks that strengthen client relationships.
Tax Mitigation Strategies
SProactive planning to help clients preserve and grow their wealth efficiently.
Why WealthBridge
Do you want a flexible job with room for advancement and the possibility to make a difference? Feel free to contact us.
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Richard Donado
Chief Executive Officer
Let us help you learn rapidly and put what you've learned into practice.
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Mary Theori
Recruiting Manager
You'll find that everyone at WealthBridge work every day to support you and your clients - WealthBridge has your back.
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Peter Lichtenberg
Managing Director