Back to search

Experienced Financial Advisor

WealthBridge Financial Group · Catalina Foothills, AZ · Wealth management and financial advisory

Employment type

Full-time

Work setting

On-site

Location

Catalina Foothills, AZ

Schedule

Day shift

Posted

Apply for this job

You'll be redirected to the employer's application page.

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 advisor
financial planning
wealth management
client relationships
commission-based
southern arizona
catalina foothills az
book portability
100% book ownership
wealthbridge 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
Apply for this job

You'll be redirected to the employer's application page.

Browse more jobs

Listing ID: 01c6d3b4-b8df-4cac-a8ee-7c56dd0d7e8c

    Experienced Financial Advisor | CollabWORK