Independent Financial Advisor - Build Your Own Book

WealthBridge Financial Group; Kingman (AZ); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Uncapped commissions

Comprehensive training program

100% book ownership from day one

Open product marketplace

Job summary

WealthBridge Financial Group seeks motivated career changers to join our Northern Arizona team as Financial Advisors. You will help families and professionals achieve financial objectives across seven planning areas, with no prior financial experience required and a four-week joint-field training program.

You will implement life insurance, annuities, retirement plans, and advisory accounts while building a book you own from day one. Competitive, commission-based earnings are emphasized.

Qualifications

• Bachelor's degree in finance, accounting, or related field preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Willingness to pursue securities registrations within 12 months; licensing support provided.

Responsibilities

• Engage with families, business owners and professionals to understand financial objectives and provide tailored advice.
• Build and own a book of business from day one.
• Utilize advanced planning tools and analytics to assess client needs, supported by a specialist network.
• Collaborate with WealthBridge's network and progress through its career path from Associate to Managing Director.

Skills

Analytical skills

Communication skills

Client relationships

Education

Bachelor's degree in finance or related field

Arizona Life & Health license (preferred with licensing support)

Job description

WealthBridge Financial Group seeks motivated career changers to join our Northern Arizona team as Financial Advisors. You will help families and professionals achieve financial objectives across seven planning areas, with no prior financial experience required and a four-week joint-field training program.

You will implement life insurance, annuities, retirement plans, and advisory accounts while building a book you own from day one. Competitive, commission-based earnings are emphasized.