Experienced Financial Advisor
Employment type
Full-time
Work setting
On-site
Location
Catalina Foothills, AZ
Schedule
Day shift
Posted
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Job overview
Experienced Financial Advisor is an onsite role based in Catalina Foothills, AZ, serving Southern Arizona markets. Compensation is commission-based with no base salary; earnings are uncapped and production-tiered, with a transition bonus negotiated case by case. WealthBridge Financial Group describes its mission as doing good in communities and for the families it serves. The advisor moves an established client book to an independent platform, develops tailored financial strategies, and builds client relationships across Southern Arizona. The role combines client service and business development, with access to advanced planning resources and a team-override compensation layer on first-year commissions.
What you'll do
- Move an established book to an independent platform
- provide clients with tailored strategies aligned with their goals
- develop relationships across Southern Arizona markets
- use the open-architecture platform and available advanced-market resources
- build production and participate in team-override compensation on first-year commissions.
What we're looking for
- Skills & competencies
- experienced financial advisorfinancial planningwealth managementclient relationshipscommission-basedsouthern arizonacatalina foothills azbook portability100% book ownershipwealthbridge financial group
- Work arrangement
- Weekend coverage required
Benefits & perks
- Access to National Life Group agency benefits including medical, dental, and vision coverage
- 401(k) and pension contributions
- life insurance
- continuing-license sponsorship
- training, mentorship, and advanced designation pathways.
Why this role
Commission-based W-2 position with 100% book ownership and portability; active Arizona Life & Health license required; securities registrations are preferred.
About the employer
WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
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Listing ID: 01c6d3b4-b8df-4cac-a8ee-7c56dd0d7e8c