Lead Wealth Advisor – Onsite, Uncapped Commission

TalentBridge; Chandler (AZ); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

401(k) with employer match

Three weeks paid time off

Job summary

TalentBridge in Chandler, AZ is seeking an experienced Lead Wealth Advisor to join its established wealth management team. You will meet with qualified clients, develop retirement and wealth strategies, and drive new business with dedicated marketing and operations support.

Expect a base salary plus uncapped commissions and a clear path to higher total compensation. The role emphasizes client relationships, presentations to groups, and adherence to regulatory standards, with fast onboarding and

Qualifications

• 5-8+ years of experience as a Wealth Advisor or similar financial services professional.
• Proven success acquiring new clients and growing assets under management.
• Experience selling insurance/annuity products and AUM-based investments.
• Strong retirement planning knowledge and wealth management product understanding.
• Excellent presentation, relationship-building, and consultative sales skills.
• Able to present to groups, lead seminars, and convert prospects into clients.
• Professional demeanor with sound business judgment and client-first approach.
• Clean FINRA BrokerCheck; CFP designation preferred.

Responsibilities

• Meet with prospective and existing clients to assess goals, risk tolerance, and objectives.
• Drive new client acquisition and asset growth through consultative planning.
• Recommend and sell wealth management solutions including AUM products, annuities, and insurance.
• Conduct educational seminars or financial presentations monthly.
• Convert qualified appointments into long-term advisory relationships.
• Develop retirement income and wealth preservation strategies.
• Maintain client relationships and identify further asset growth opportunities.
• Collaborate with marketing, client service, and operations for a seamless experience.
• Ensure advisory activities comply with regulatory requirements and standards.

Skills

Wealth Advisor experience

Prospecting/Closing skills

Presentation skills

Relationship building

Regulatory compliance knowledge

Education

CFP designation preferred

Tools

FINRA BrokerCheck

Job description

TalentBridge in Chandler, AZ is seeking an experienced Lead Wealth Advisor to join its established wealth management team. You will meet with qualified clients, develop retirement and wealth strategies, and drive new business with dedicated marketing and operations support.

Expect a base salary plus uncapped commissions and a clear path to higher total compensation. The role emphasizes client relationships, presentations to groups, and adherence to regulatory standards, with fast onboarding and