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WealthBridge Financial Group

Plans wealth and insurance strategies for families

Experienced Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeFort Mohave, AZ, USANo salary listed

About the Job

Requirements

  • An active Arizona Life and Health insurance license is required.
  • At least 3 years of experience in financial consulting, financial services, or insurance is required, or an equivalent production track record demonstrating established client relationships.
  • Established client relationships in Mohave County or western Arizona, including Fort Mohave, Bullhead City, Kingman, Lake Havasu City, Parker, or Wickenburg.
  • Strong analytical, communication, and relationship-management skills.
  • A clean or discussable U4/U5 compliance history is required; candidates must have no binding non-solicitation restriction or a clear timeline for its expiration.
  • Candidates must be ready to decide within 14–21 days after completing legal review of any restrictions with counsel.
  • Candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA.
  • Securities registration requires Form U4 disclosure of prior regulatory, criminal, and financial history.

Responsibilities

  • Move an established book of business to an independent platform with 100% portability.
  • Provide clients with tailored strategies aligned with their goals.
  • Serve seasonal residents, retirees, business owners, and multigenerational families across Mohave County markets.
  • Leverage an open-architecture product shelf supported by Advanced Markets, Premium Finance, and ESI Illuminations (FMAX/Fidelity).

Desired Qualifications

  • A bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record also qualifies.
  • SIE and Series 6 or 7, plus Series 63 or 66 registrations, are preferred.

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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