AZ Financial Advisor: Own Your Book & Uncapped Earnings

Wealthbridge-Financial-Group; Yuma (AZ); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Uncapped commissions

4-week joint-field training program

Open book ownership

Multi-carrier platform

Specialist network support

Career path to Managing Director

Job summary

WealthBridge Financial Group is seeking driven career changers across Arizona to join our statewide team of financial advisors. This role involves engaging with families, business owners, and professionals to tailor strategies across seven planning areas while building a business you own from day one.

As a Financial Advisor, you will implement life insurance, annuities, and retirement plans, supported by a comprehensive training program and a defined career path from Associate to Managing

Qualifications

• Bachelor's degree preferred; equivalent professional experience is welcome.
• Strong analytical and problem solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Ability to build and maintain client relationships with self-motivation.
• Ability to obtain an Arizona Life & Health insurance license; guidance provided.
• Willingness to pursue SIE, Series 6/7, and Series 63/66 licenses within 12 months.

Responsibilities

• Engage with families, business owners, and professionals to understand financial objectives.
• Provide tailored advice across protection, savings, tax strategy, retirement, debt, estate planning, and education funding.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Licensing readiness

SIE licensing pursuit

Background check clearance

Education

Bachelor's degree in finance, accounting, or related field

Job description

WealthBridge Financial Group is seeking driven career changers across Arizona to join our statewide team of financial advisors. This role involves engaging with families, business owners, and professionals to tailor strategies across seven planning areas while building a business you own from day one.

As a Financial Advisor, you will implement life insurance, annuities, and retirement plans, supported by a comprehensive training program and a defined career path from Associate to Managing