Own Your Book: Commission-Based Financial Advisor

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

Benefits offered by this job

Uncapped commissions

Comprehensive training program

100% book ownership

Defined career path (Associate → MD)

Job summary

WealthBridge Financial Group is seeking motivated career changers across Arizona to join our statewide team of financial advisors. You will engage with families and professionals to understand their financial objectives and provide strategies across seven planning areas, with no prior experience required.

A 4-week joint-field training program and clear career path from Associate to Managing Director are provided.

Qualifications

• Bachelor’s degree in finance, accounting, or related field preferred.

Responsibilities

• Engage with families, business owners, and professionals to understand financial objectives.
• Provide tailored advice across planning areas and build a personal client book.
• Obtain Arizona Life & Health license within 30 days with guidance from the program.
• Join a 4-week joint-field training program and pursue advanced designations.

Skills

Analytical skills

Communication skills

Self-motivated

Client relationships

Sales mindset

Education

Bachelor's degree or equivalent

Job description

WealthBridge Financial Group is seeking motivated career changers across Arizona to join our statewide team of financial advisors. You will engage with families and professionals to understand their financial objectives and provide strategies across seven planning areas, with no prior experience required.

A 4-week joint-field training program and clear career path from Associate to Managing Director are provided.