Independent Wealth Advisor — 100% Book Ownership

Wealthbridge-Financial-Group; Phoenix (AZ); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Life insurance

Mentorship & designations

100% book ownership

Portability of book

Job summary

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors across Arizona. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with tailored strategies that align with their goals, and add a team-override compensation layer based on First-Year Commissions.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service across Arizona.

Qualifications

• Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies.
• Active Arizona Life & Health insurance license; SIE plus Series 6/7 and 63/66 registrations preferred
• 3+ years of experience in financial consulting, financial services, or insurance — or an equivalent production track record demonstrating 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 your 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 and manage end-to-end advisory processes.

Skills

Analytical skills

Communication

Relationship management

Education

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

Tools

SIE

Series 6/7/63/66

Job description

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors across Arizona. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with tailored strategies that align with their goals, and add a team-override compensation layer based on First-Year Commissions.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service across Arizona.