Independent Financial Advisor - Build Your Own Book

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

Benefits offered by this job

Uncapped commissions

Full training program

100% book ownership

Open product marketplace

Specialist advisory network

Job summary

WealthBridge Financial Group is seeking driven individuals across Arizona to join our statewide team of financial advisors.

In this role, you will engage with families, business owners, and professionals to understand their financial objectives and provide tailored advice across the seven planning areas — protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.

Qualifications

• Bachelor's degree in finance, accounting, or related field preferred; equivalent experience welcome.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.

Responsibilities

• Engage with clients to understand financial objectives across planning areas.
• Provide tailored advice and strategies; build and own a client book.
• Utilize planning tools and a specialist network to serve families, business owners, and professionals.

Skills

Analytical skills

Communication

Relationship building

Self-motivation

Problem solving

Education

Bachelor's degree in finance

Job description

WealthBridge Financial Group is seeking driven individuals across Arizona to join our statewide team of financial advisors.

In this role, you will engage with families, business owners, and professionals to understand their financial objectives and provide tailored advice across the seven planning areas — protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.