Independent Financial Advisor — 100% Book Ownership

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

Benefits offered by this job

Agency benefits package

401(k) retirement plan

Life insurance coverage

Career growth & training (CLU, ChFC,/

Mentorship

Job summary

WealthBridge Financial Group is seeking experienced financial advisors in Arizona to move their books to an independent, 100% portable platform with nationwide access to National Life Group products and a multi-carrier marketplace. This is a commission-based W-2 role with 100% book ownership and a team override on First-Year Commissions (FYC).

Join a firm focused on delivering tailored strategies for high-net-worth clients, supported by advanced markets and ongoing mentorship; a structured

Qualifications

• Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies.
• Active Arizona Life & Health insurance 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 demonstrating established client relationships
• Established client relationships in Arizona, with a book ready to travel
• Strong analytical, communication, and relationship-management skills
• Clean or discussable U4/U5 compliance history; no binding non-solicitation, or a clear timeline for expiration
• Ready to decide within 14–21 days after completing legal review of any restrictions with your counsel

Skills

Analytical skills

Communication skills

Relationship management

Client relationships

Education

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

Equivalent production track record

Job description

WealthBridge Financial Group is seeking experienced financial advisors in Arizona to move their books to an independent, 100% portable platform with nationwide access to National Life Group products and a multi-carrier marketplace. This is a commission-based W-2 role with 100% book ownership and a team override on First-Year Commissions (FYC).

Join a firm focused on delivering tailored strategies for high-net-worth clients, supported by advanced markets and ongoing mentorship; a structured