Independent Advisor: 100% Book Ownership, Open Architecture

Wealthbridge-Financial-Group; Scottsdale (AZ); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Agency-provided benefits

401(k) retirement plan

Life insurance coverage

License sponsorship

Mentorship and training

Book portability with ownership

Job summary

WealthBridge Financial Group in Phoenix Metro is seeking an Experienced Financial Advisor to move your established book to an independent platform with 100% portability and a broad multi-carrier marketplace. You will serve clients with tailored strategies that align with their goals and add a team-override on First-Year Commissions (FYC).

Join WealthBridge to work on Advanced Markets and Premium Finance for HNW cases, with a commission-based W-2 arrangement; access to agency-provided benefits

Qualifications

• Bachelor's degree in finance, accounting, or related field preferred or equivalent production track record.
• Arizona Life & Health license; SIE plus Series 6/7 and 63/66 registrations preferred.
• 3+ years of experience in financial consulting, financial services, or insurance or an equivalent production track record.
• Established client relationships in Phoenix Metro, with a book ready to travel.
• Strong analytical, communication, and relationship-management skills.
• Clean or discussable U4/U5 compliance history; no binding non-solicitation restrictions.
• Ready to decide within 14-21 days after completing legal review.

Responsibilities

• Move your established client book to WealthBridge's open-architecture platform with 100% portability.
• Engage clients with tailored strategies aligned to their goals and long-term planning needs.
• Leverage a broad multi-carrier marketplace to enhance advisory outcomes for HNW clients.
• Operate within a commission-based W-2 framework with production-tiered compensation.

Skills

Analytical

Communication

Relationship management

Education

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

Job description

WealthBridge Financial Group in Phoenix Metro is seeking an Experienced Financial Advisor to move your established book to an independent platform with 100% portability and a broad multi-carrier marketplace. You will serve clients with tailored strategies that align with their goals and add a team-override on First-Year Commissions (FYC).

Join WealthBridge to work on Advanced Markets and Premium Finance for HNW cases, with a commission-based W-2 arrangement; access to agency-provided benefits