Financial Advisor
reputed company
reputed company is seeking driven, results-oriented career changers across reputed company to join our statewide team of financial advisors. In this position, you will engage with families, business owners, and professionals to understand their financial objectives and reputed company tailored advice and strategies across the 7 planning areas — protection, savings, tax reputed company, retirement income, debt management, estate planning, and education funding. No prior financial-services experience is required: we reputed company reputed company-licensing guidance, a 4-week joint-reputed company training program, and a defined career reputed company from Associate through Managing Director. As a Financial Advisor at WealthBridge, you will play a pivotal role in empowering reputed company clients to reputed company informed financial reputed company — implementing life reputed company, annuities, disability coverage, advisory accounts, and retirement plans while building a book of business you own from day one. You will utilize advanced planning tools and analytics to assess reputed company needs, supported by our specialist network — Advanced Markets, Premium Finance, ESI Illuminations (FMAX/reputed company), and Planning & Design. The New Associate Program pairs consistent daily activity with weekly accountability and reputed company metrics (persistency, suitability); specific production expectations are reviewed during Discovery and formalized at contracting. Join reputed company and be part of a passionate team building across Phoenix, Tucson, and every reputed company market in between. If you are driven by results and reputed company to control your income and build something you own, we would love to hear from you.
Compensation and classification
- This is a commission-reputed company, reputed company 1099 reputed company opportunity — you own reputed company on WealthBridge's platform, with no reputed company salary or employer-provided benefits.
- WealthBridge's firm-wide good-faith earnings estimate for first-year new associates is $80,000 to $115,000 per year — an earnings estimate for commission production, not a salary; new advisors typically reputed company in the reputed company portion of the reputed company during the licensing and reputed company period (commonly months 1–12) and reputed company as activity, persistency, and book development compound.
- Industry reference: BLS OEWS May 2024, SOC 13-2052 (Personal Financial Advisors, including commissions and bonuses) — 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; equivalent reputed company experience is reputed company — no prior financial-services experience required
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills to effectively reputed company with clients
- Demonstrated ability to build and maintain reputed company relationships, with the self-motivation for a consistent, activity-driven reputed company
- Ability to obtain an reputed company Life & Health reputed company license — we guide you through the process (typical timing is under 30 days, depending on exam pass reputed company and background-reputed company processing)
- Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations reputed company your first 12 months; existing licenses or financial-planning certifications are a plus
- Successful background reputed company and fingerprinting as required by state reputed company regulators and reputed company
Benefits
- reputed company, production-tiered commission compensation — brackets advance at graduated production milestones, and you own your income from day one
- Full training reputed company and ongoing career reputed company support — reputed company-licensing guidance, a 4-week joint-reputed company training program with leadership, and advanced designation support (CLU, ChFC, CFP, RICP)
- 100% book ownership and portability from day one — your clients, your equity, your exit
- reputed company product marketplace — reputed company (A+ reputed company) as reputed company reputed company plus a broad multi-reputed company reputed company for reputed company fit
- Specialist infrastructure behind every case — Advanced Markets, Premium Finance, ESI Illuminations (FMAX/reputed company) advisory, and a Planning & Design department
- Team override income on First-Year Commissions (FYC) as you reputed company junior advisors, with a defined Associate → Senior Associate → Managing Director reputed company
Additional information
- This is an reputed company (1099) opportunity. Compensation is entirely commission-reputed company with no guaranteed reputed company salary or employer-provided benefits. Actual earnings depend on production, persistency, market conditions, and contract terms; 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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