Independent Platform Financial Advisor — 100% Book Ownership

WealthBridge Financial Group; Flagstaff (AZ); On-site; USD 120,000 - 240,000; Full time

Benefits offered by this job

Benefits package (medical, dental, and

401(k) retirement plan

Life insurance coverage

Mentorship & designation pathways (CLU

CFP, RICP)

Job summary

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors across Arizona. You will move your established book to an independent platform with 100% portability and engage clients with tailored strategies aligned to their goals.

This is a commission-based W-2 role with potential for team overrides on First-Year Commissions (FYC). You will operate on an open-architecture shelf with a broad multi-carrier marketplace, backed by National Life Group and advisory

Qualifications

• Bachelor's degree preferred; equivalent production track record qualifies
• Active Arizona Life & Health license; SIE plus Series 6/7 and 63/66 registrations preferred
• 3+ years of experience in financial consulting, financial services, or insurance with established client relationships
• Established client relationships in Arizona, with a book ready to travel
• Strong analytical, communication, and relationship-management skills
• Clean or discussable U4/U5 compliance history; no binding non-solicitation, or a clear timeline for expiration
• Ready to decide within 14-21 days after completing legal review of any restrictions with counsel

Responsibilities

• Move your established book to an independent platform with 100% portability
• Engage clients with tailored strategies aligned to their goals
• Own 100% of your clients on an uncapped, production-tiered commission structure

Skills

Client relationships

Analytical skills

Communication skills

Relationship-management

Education

Bachelor's degree in finance, accounting, or related field

Tools

SIE

Series 6/7

Series 63/66

Arizona Life & Health license

Job description

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors across Arizona. You will move your established book to an independent platform with 100% portability and engage clients with tailored strategies aligned to their goals.

This is a commission-based W-2 role with potential for team overrides on First-Year Commissions (FYC). You will operate on an open-architecture shelf with a broad multi-carrier marketplace, backed by National Life Group and advisory