Independent Financial Advisor — 100% Book Ownership, Commission-Based

WealthBridge Financial Group; Green Valley (AZ); Presencial; USD 80 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental & vision

401(k) & pension

Life insurance & sponsorship

Mentorship & designations

100% book ownership & portability

FYC team override

Transition support

Resumo da oferta

WealthBridge Financial Group seeks experienced financial professionals in Southern Arizona for a confidential discussion with the regional Managing Director. You will move your established client book to an independent platform with 100% ownership and portability, offering tailored strategies aligned with client goals.

You will join a team backed by National Life Group in a commission-based W-2 role, with a transition bonus negotiated case-by-case and potential for advanced designation pathways.

Qualificações

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

Responsabilidades

• Move your established client book to an independent platform with 100% ownership.
• Provide tailored strategies aligned with clients' goals.
• Leverage a team-override on First-Year Commissions (FYC) and manage client relationships.

Conhecimentos

Analytical skills

Communication

Relationship management

Formação académica

Bachelor's degree in finance or accounting

Descrição da oferta de emprego

WealthBridge Financial Group seeks experienced financial professionals in Southern Arizona for a confidential discussion with the regional Managing Director. You will move your established client book to an independent platform with 100% ownership and portability, offering tailored strategies aligned with client goals.

You will join a team backed by National Life Group in a commission-based W-2 role, with a transition bonus negotiated case-by-case and potential for advanced designation pathways.