Own Your Book: Financial Advisor (No Experience Needed)

WealthBridge Financial Group; Green Valley (AZ); On-site; USD 80,000 - 115,000; Part time

Benefits offered by this job

Uncapped commissions

Training program

Book ownership

Job summary

WealthBridge Financial Group seeks driven career-changers to join its Southern Arizona regional team. As a Financial Advisor, you will engage local families and professionals to tailor strategies across planning areas, building a book you own from day one.

No prior financial-services experience is required—the program provides training, licensing guidance, and a clear career path. The role is commission-based (1099) with no base salary, offering significant upside as you ramp through licensing

Qualifications

• Bachelor's degree in finance, accounting, or a related field 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 with self-motivation for a consistent practice.

Responsibilities

• Engage families, business owners, and professionals to understand financial objectives and provide tailored strategies.
• Build and own a client book from day one across life insurance, annuities, disability coverage, accounts, and retirement plans.
• Work with regional leadership and utilize planning tools to support clients and growth.

Skills

Analytical skills

Communication skills

Client relationships

Self-motivation

Education

Bachelor's degree in finance or related field

Job description

WealthBridge Financial Group seeks driven career-changers to join its Southern Arizona regional team. As a Financial Advisor, you will engage local families and professionals to tailor strategies across planning areas, building a book you own from day one.

No prior financial-services experience is required—the program provides training, licensing guidance, and a clear career path. The role is commission-based (1099) with no base salary, offering significant upside as you ramp through licensing