Independent Financial Advisor: 100% Book Ownership

WealthBridge Financial Group

Mesa (AZ)

On-site

USD 90,000 - 240,000

Full time

9 days ago

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Benefits offered by this job

Medical coverage

401(k) plan

Life insurance

Mentorship program

High commissions

Book ownership

Job summary

WealthBridge Financial Group seeks experienced financial advisors in the Phoenix Metro area to move your established book to a portable, independent platform. You will engage clients with tailored strategies, leveraging a broad multi-carrier marketplace and advanced planning tools to deliver exceptional service and growth.

As an Experienced Financial Advisor, you’ll operate on a commission-based W-2 with 100% ownership of your book, benefiting from an uncapped production structure and potential

Qualifications

Bachelor's degree in finance, accounting, or related field preferred or equivalent production track
Active Arizona Life & Health license; SIE plus Series 6/7 and 63/66 registrations preferred
3+ years in financial consulting, financial services, or insurance with established client relationships

Responsibilities

Own 100% of your client book on a portable platform
Engage clients with tailored strategies aligned to their goals
Leverage open-architecture shelf with National Life Group and multi-carrier marketplace

Skills

Client relationship mgmt

Analytical skills

Communication skills

Financial planning

Education

Arizona Life & Health license

SIE + Series 6/7 + 63/66

Bachelor's degree in finance/accounting

Tools

ESI Illuminations

Advanced Markets

Premium Finance

Job description

As an Experienced Financial Advisor, you’ll operate on a commission-based W-2 with 100% ownership of your book, benefiting from an uncapped production structure and potential

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