Independent Financial Advisor — 100% Book Ownership

WealthBridge Financial Group; Scottsdale (AZ); On-site; USD 120,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and pension contributions

Life insurance and licensing support

Mentorship and designation pathways

Portability and 100% book ownership

Job summary

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in the Phoenix Metro. You will move your established book to an open-architecture platform with 100% portability and a team-override on First-Year Commissions (FYC), enabling uncapped earnings and growth opportunities.

Join a firm with a long history and a strong national platform behind Advanced Markets and Premium Finance for high-net-worth clients, while maintaining a W-2 employment structure with clear

Qualifications

• Bachelor's degree in finance, accounting, or related field preferred or proven production track.
• Active Arizona Life license and registrations (SIE, Series 6/7, 63/66) preferred.
• 3+ years of financial consulting, financial services, or insurance experience with established client relationships.

Responsibilities

• Migrate your established client book to an independent platform with full portability.
• Engage clients with tailored strategies aligned to their goals.
• Operate within a commission-based W-2 structure and manage production targets.

Skills

Active AZ Life & Health license

SIE

Series 6/7

Series 63/66

Established Phoenix client base

Analytical skills

Communication

Relationship management

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in the Phoenix Metro. You will move your established book to an open-architecture platform with 100% portability and a team-override on First-Year Commissions (FYC), enabling uncapped earnings and growth opportunities.

Join a firm with a long history and a strong national platform behind Advanced Markets and Premium Finance for high-net-worth clients, while maintaining a W-2 employment structure with clear