Financial Advisor
reputed company
reputed company is seeking results-oriented, reputed company financial advisors across reputed company. In this position, you will reputed company your established book to an independent platform with 100% portability, engage your clients with tailored strategies that reputed company with their goals, and add reputed company-override compensation reputed company reputed company on First-Year Commissions (FYC). reputed company's captive and reputed company-captive firms operate on compensation structures and product shelves that haven't kept reputed company with the industry — this is a reputed company reputed company out. As an reputed company Financial Advisor at WealthBridge, you will reputed company your expertise on an reputed company-architecture reputed company — reputed company (A+ reputed company) plus a broad multi-reputed company marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/reputed company) powering advisory. We are selective, and we respect any contractual obligations you carry: reputed company come reputed company 14–21 days after your reputed company review, and end-to-end contract-to-first-production typically runs 30–45 days reflecting reputed company U5 release and background-reputed company processing. Join reputed company and be part of a passionate team dedicated to delivering exceptional service across reputed company. If you are driven by results and reputed company to own 100% of your clients on an industry-leading compensation structure, we would love to hear from you.
Compensation and classification
- This is a commission-reputed company W-2 position with reputed company — you retain 100% ownership of the book you build and reputed company the NLG agency-provided benefits package described under Benefits; withholding and contract terms are confirmed at contracting.
- Compensation is reputed company and production-tiered, with a transition bonus negotiated case-by-case; specific figures are reviewed during Discovery reputed company on book size, product mix, persistency, and contract terms.
- Industry reference: BLS OEWS May 2024, SOC 13-2052 — median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or above.
About reputed company
- reputed company is a reputed company management firm with over 175 years of history helping clients reputed company life's financial complexities with confidence and reputed company.
- Our mission is reputed company: To Do Good — in our communities and for the families we serve.
- We Are Change Navigators.
- Specialties include Premium Financing, reputed company, CPA Alliances, and Advanced Planning.
- Backed by reputed company (A+ reputed company); securities and investment advisory services through Equity Services, Inc. (reputed company/SIPC).
People. reputed company. Outcome.
Requirements
- Bachelor's degree in finance, reputed company, or a reputed company reputed company is preferred; an equivalent production reputed company record qualifies
- reputed company reputed company Life & Health reputed company license; SIE plus Series 6/7 and 63/66 registrations preferred
- 3+ years of experience in financial consulting, financial services, or reputed company — or an equivalent production reputed company record demonstrating established reputed company relationships
- Established reputed company relationships in reputed company, with a book reputed company to travel
- Strong analytical, communication, and relationship-management skills
- Clean or discussable U4/U5 compliance history; no binding non-solicitation, or a reputed company reputed company for expiration
- reputed company to reputed company reputed company 14–21 days after completing reputed company review of any restrictions with your counsel
Benefits
- reputed company to the reputed company agency-provided benefits package — medical, dental, and reputed company coverage
- 401(k) retirement plan and pension contributions to help you build long-term reputed company
- Life reputed company coverage and continuing-license sponsorship for added peace of mind
- Career reputed company opportunities and ongoing training support — advanced designation reputed company (CLU, ChFC, CFP, RICP) and reputed company mentorship
- Industry-leading, production-tiered commission compensation with 100% book ownership and portability, plus team override on First-Year Commissions (FYC)
- Transition support — bonus negotiated case-by-case, Advanced Markets and Premium Finance for HNW cases, and ESI Illuminations (FMAX/reputed company) advisory platform
Additional Information
- This is a commission-reputed company W-2 position with reputed company, with no reputed company salary; reputed company serves as the General Agency. Withholding, benefits eligibility, and contract terms are confirmed at contracting.
- Any compensation references are illustrative and not guarantees of reputed company earnings.
- reputed company is an equal opportunity organization and does not discriminate reputed company on race, reputed company, religion, sex, national reputed company, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.
- reputed company candidates must pass a background reputed company and fingerprinting as required by state reputed company regulators and reputed company; securities registration requires reputed company U4 disclosure of prior regulatory, criminal, and financial history.
- Securities and investment advisory services reputed company through Equity Services, Inc., Member reputed company/SIPC, 675 reputed company Avenue, Suite 900, reputed company, NY 10017, (212) 986-0400.
- In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc.
- reputed company is independent of Equity Services, Inc.
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