Independent Financial Advisor — Build Your Own Book

Wealthbridge-Financial-Group; Flagstaff (AZ); In loco; USD 80.000 - 115.000; Tempo pieno

Vantaggi offerti da questo lavoro

100% book ownership

Uncapped commission

Full training program

Career path to Managing Director

Descrizione del lavoro

WealthBridge Financial Group is seeking driven, results-oriented career changers across Arizona to join our statewide team of financial advisors. No prior financial-services experience is required; we provide pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director.

As a Financial Advisor, you will engage with families, business owners, and professionals to understand their objectives and provide tailored strategies across

Competenze

• Bachelor's degree preferred; equivalent professional experience welcome.

Mansioni

• Engage with families, business owners, and professionals to understand financial objectives and provide tailored advice across seven planning areas.
• Build and manage your own client book from day one.
• Utilize advanced planning tools and analytics, supported by a specialist network, to assess client needs.

Conoscenze

Analytical skills

Communication skills

Relationship building

Self-motivation

Sales mindset

Formazione

Bachelor's degree in finance / accounting / related field

Descrizione del lavoro

WealthBridge Financial Group is seeking driven, results-oriented career changers across Arizona to join our statewide team of financial advisors. No prior financial-services experience is required; we provide pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director.

As a Financial Advisor, you will engage with families, business owners, and professionals to understand their objectives and provide tailored strategies across