Independent Financial Advisor — 100% Book Ownership

Wealthbridge-Financial-Group

Marana (AZ)

On-site

USD 120,000 - 239,000

Full time

14 days+

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Benefits offered by this job

Benefits package

401(k) retirement plan

Life insurance coverage

Mentorship and designation pathways

Commission-based with 100% book ownerh

Job summary

WealthBridge Financial Group is seeking experienced financial professionals in Southern Arizona for a confidential conversation led by the regional Managing Director. Move your established book to an independent platform with 100% portability and provide clients tailored strategies aligned with their goals.

As an Experienced Financial Advisor, you will serve Southern Arizona's Catalina Foothills, Oro Valley, Marana, Green Valley, and other markets, with a commission-based W-2 arrangement and a

Qualifications

Bachelor's degree preferred or equivalent production track record.
Active Arizona Life & Health license; SIE and Series 6/7 with 63/66 preferred.
3+ years in financial consulting, financial services, or insurance.
Established client relationships in Tucson or Southern Arizona.

Responsibilities

Move established book to an independent platform with 100% portability.
Provide clients tailored strategies aligned with their goals.
Leverage open-architecture platform and NLG product suite.

Skills

Analytical skills

Communication skills

Relationship management

Education

Bachelor's degree in finance or related field

Arizona Life & Health license

SIE + Series 6/7 + 63/66 registrations

3+ years financial consulting or insurance

Job description

As an Experienced Financial Advisor, you will serve Southern Arizona's Catalina Foothills, Oro Valley, Marana, Green Valley, and other markets, with a commission-based W-2 arrangement and a

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