Independent Financial Advisor — Build Your Own Book

WealthBridge Financial Group

Bellevue (WA)

On-site

USD 60,000 - 120,000

Full time

14 days+
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Job summary

WealthBridge Financial Group is recruiting driven Washington career changers into financial services with structured training and a compensation framework that rewards production from day one. No prior financial experience required.

This is an early-cohort opportunity — independent contractors who engage now will anchor our Washington client base. Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees, while building a

Qualifications

  • No prior financial experience required.
  • Independent contractor setup; no employer-provided benefits.

Responsibilities

  • Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees.
  • Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans.
  • Serve the Eastside tech corridor, the Tacoma/South Sound market, Spokane’s Inland Northwest, and the SW Washington / Vancouver metro.
  • Build a book of business — owned by you, with no binding non-solicitation.

Skills

Communication skills
Sales skills
Client relations
Prospecting

Job description

WealthBridge Financial Group is recruiting driven Washington career changers into financial services with structured training and a compensation framework that rewards production from day one. No prior financial experience required.

This is an early-cohort opportunity — independent contractors who engage now will anchor our Washington client base. Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees, while building a

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