Own Your Book: Financial Advisor (AZ, Commission-Based)

Wealthbridge-Financial-Group; Tucson (AZ); Hybrid; USD 80,000 - 115,000; Full time

Job summary

WealthBridge Financial Group is seeking career changers across Arizona to join our statewide team of financial advisors. You will engage with families, business owners, and professionals to understand their financial objectives and provide tailored advice across seven planning areas.

No prior financial-services experience is required; we offer pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director.

Qualifications

• Bachelor's degree preferred; equivalent professional experience welcome.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills to connect with clients.
• Demonstrated ability to build and maintain client relationships; self-motivated for a consistent practice.
• Ability to obtain Arizona Life & Health insurance license; we guide you through the process.

Responsibilities

• Engage with families, business owners, and professionals to assess financial objectives.
• Provide tailored advice across protection, savings, tax strategy, retirement income, and education funding.
• Build a book of business and own client relationships from day one.
• Utilize planning tools and analytics with support from our specialist network.

Skills

Analytical skills

Communication

Client relationships

Self-motivation

License readiness

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group is seeking career changers across Arizona to join our statewide team of financial advisors. You will engage with families, business owners, and professionals to understand their financial objectives and provide tailored advice across seven planning areas.

No prior financial-services experience is required; we offer pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director.