Independent Financial Advisor: 100% Book Ownership

WealthBridge Financial Group; Phoenix (AZ); On-site; USD 102,000 - 239,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Life insurance coverage

Advanced designation pathways (CLU, Ch

Job summary

WealthBridge Financial Group in Arizona is seeking experienced financial advisors to move their established book to an independent, 100% portable platform. This W-2, commission-based role offers uncapped compensation and a production-tiered structure with a transition bonus negotiated case-by-case.

You will leverage National Life Group and a broad multi-carrier marketplace to service high-net-worth clients with Advanced Markets and Premium Finance support.

Qualifications

• Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies
• Active 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
• Established client relationships in Arizona, with a book ready to travel
• Strong analytical, communication, and relationship-management skills
• Ready to decide within 14–21 days after completing legal review of any restrictions with your counsel

Skills

Established client relationships

Book of business ready to travel

Analytical skills

Communication skills

Education

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

Job description

WealthBridge Financial Group in Arizona is seeking experienced financial advisors to move their established book to an independent, 100% portable platform. This W-2, commission-based role offers uncapped compensation and a production-tiered structure with a transition bonus negotiated case-by-case.

You will leverage National Life Group and a broad multi-carrier marketplace to service high-net-worth clients with Advanced Markets and Premium Finance support.