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WealthBridge Financial Group

Plans wealth and insurance strategies for families

Financial Consultant

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeArizona, USA$80k - $115k /yr

About the Job

Requirements

  • A bachelor's degree in finance, accounting, or a related field is preferred; equivalent professional experience is welcome, and no prior financial-services experience is required.
  • Strong analytical and problem-solving skills are required.
  • Excellent communication and interpersonal skills are required to connect effectively with clients.
  • The candidate must be able to build and maintain client relationships and be self-motivated to sustain a consistent, activity-driven practice.
  • The candidate must be able to obtain an Arizona Life & Health insurance license; the firm provides guidance through the process.
  • The candidate must be willing to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations within the first 12 months; existing licenses or financial-planning certifications are a plus.
  • The candidate must pass a background check and fingerprinting as required by state insurance regulators and FINRA.

Responsibilities

  • Engage with families, business owners, and professionals to understand their financial objectives and provide tailored advice and strategies across protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.
  • Implement life insurance, annuities, disability coverage, advisory accounts, and retirement plans while building a book of business owned by the advisor.
  • Use advanced planning tools and analytics to assess client needs, with support from the Advanced Markets, Premium Finance, ESI Illuminations (FMAX/Fidelity), and Planning & Design specialist network.
  • Participate in the New Associate Program's daily activity, weekly accountability, and quality metrics, including persistency and suitability; production expectations are reviewed during Discovery and formalized at contracting.
  • Develop junior advisors and earn team override income on First-Year Commissions.

Desired Qualifications

  • Existing licenses or financial-planning certifications are a plus.

About the Company

WealthBridge Financial Group

Plans wealth and insurance strategies for families

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
Not listed

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