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WealthBridge Financial Group

Plans wealth and insurance strategies for families

Financial Advisor

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

About the Job

Requirements

  • A bachelor's degree in finance, accounting, or a related field is preferred; equivalent professional experience is welcome, and prior financial-services experience is not required.
  • Strong analytical and problem-solving skills.
  • Ability to communicate and interact effectively with clients.
  • Ability to build and maintain client relationships and self-motivation for a consistent, activity-driven practice.
  • Ability to obtain an Arizona Life and Health insurance license.
  • Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations within the first 12 months.
  • Successful 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 and owning a book of business.
  • 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.
  • Meet the New Associate Program's daily activity and weekly accountability and quality metrics, including persistency and suitability.
  • 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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