Independent-Platform Financial Advisor: 100% Book Ownership

WealthBridge Financial Group; Yuma (AZ); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Agency benefits

401(k) plan

Life insurance

Mentorship

100% book ownership

Portability

Team override on FYC

Transition support

Job summary

WealthBridge Financial Group seeks results-oriented financial advisors in Northern Arizona. Move your established book to an open-architecture platform with 100% ownership and a portable book, while leveraging a broad multi-carrier marketplace and NLG benefits.

As an Experienced Financial Advisor, you will work on an uncapped, tiered commission structure with a direct path out of captive options. Expect a thorough contracting and background-check process with a 14–21 day decision window.

Qualifications

• Minimum 3+ years of financial consulting or advisory experience.
• Active Arizona Life & Health license; SIE plus Series 6/7 and 63/66 preferred.
• Established client relationships in Northern Arizona with a portable book.
• Strong analytical and interpersonal abilities are required.
• Background checks and regulatory disclosures will be performed.

Skills

Analytical skills

Communication skills

Relationship-management

Education

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

Job description

WealthBridge Financial Group seeks results-oriented financial advisors in Northern Arizona. Move your established book to an open-architecture platform with 100% ownership and a portable book, while leveraging a broad multi-carrier marketplace and NLG benefits.

As an Experienced Financial Advisor, you will work on an uncapped, tiered commission structure with a direct path out of captive options. Expect a thorough contracting and background-check process with a 14–21 day decision window.