Financial Advisor - Career Changer (Phoenix Metro)
$80k - $115kWealthbridge-Financial-Group
WealthBridge Financial Group is seeking driven, results-oriented career changers in Phoenix Metro to join our Phoenix Metro team of financial advisors. In this position, you will engage with families, business owners, and professionals to understand their financial objectives and provide tailored advice and strategies across the 7 planning areas — protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding. No prior financial-services experience is required: we provide pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director. As a Financial Advisor at WealthBridge, you will play a pivotal role in empowering Phoenix Metro clients to make informed financial decisions — implementing life insurance, 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 client needs, supported by our specialist network — Advanced Markets, Premium Finance, ESI Illuminations (FMAX/Fidelity), and Planning & Design. The New Associate Program pairs consistent daily activity with weekly accountability and quality metrics (persistency, suitability); specific production expectations are reviewed during Discovery and formalized at contracting. Join WealthBridge Financial Group and be part of a passionate team building across Phoenix Metro. If you are driven by results and ready to control your income and build something you own, we would love to hear from you. Compensation and classification: This is a commission-based, uncapped 1099 independent-contractor opportunity — you own your business on WealthBridge's platform, with no base 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 begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale 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 WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission is simple: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties include Premium Financing, Digital Marketing, CPA Alliances, and Advanced Planning. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. Bachelor's degree in finance, accounting, or a related field is preferred; equivalent professional experience is welcome — no prior financial-services experience required Strong analytical and problem-solving skills Excellent communication and interpersonal skills to effectively connect with clients Demonstrated ability to build and maintain client relationships, with the self-motivation for a consistent, activity-driven practice Ability to obtain an Arizona Life & Health insurance license — we guide you through the process (typical timing is under 30 days, depending on exam pass rate and background-check processing) Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations within your first 12 months; existing licenses or financial-planning certifications are a plus Successful background check and fingerprinting as required by state insurance regulators and FINRA Uncapped, production-tiered commission compensation — brackets advance at graduated production milestones, and you own your income from day one Full training system and ongoing career growth support — pre-licensing guidance, a 4-week joint-field 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 Open product marketplace — National Life Group (A+ AM Best) as primary carrier plus a broad multi-carrier shelf for client fit Specialist infrastructure behind every case — Advanced Markets, Premium Finance, ESI Illuminations (FMAX/Fidelity) advisory, and a Planning & Design department Team override income on First-Year Commissions (FYC) as you develop junior advisors, with a defined Associate Senior Associate Managing Director path This is an independent contractor (1099) opportunity. Compensation is entirely commission-based with no guaranteed base 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 future earnings. WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. All 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. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, View phone number on click.appcast.io. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. #J-18808-Ljbffr Wealthbridge-Financial-Group
$70k - $80k
...Location: Phoenix & Tucson, AZ; Southern California Department: Public Safety Division Reports To: Advisory Leadership Job Title: Financial Advisor – Hybrid (Servicing & Growth) Location: Phoenix & Tucson, AZ; Southern California Department: Public Safety Division Reports...Suggested$70k - $80k
...Wealth Management Opportunity in Financial Services CW Advisors Associate Financial Advisor Location(s): Mesa, AZ: 1 N Macdonald, Suite 201 Mesa... ...more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary The Associate Financial Advisor...SuggestedFull timeWork at office$70k - $80k
...Overview The primary responsibility of a Financial Planner is to deliver high‑quality,... ...clients while partnering closely with Lead Advisors to ensure a consistent and exceptional... ...Estimated Total Cash Compensation (Phoenix Metro): $80,000 – $110,000 , comprised of a $...SuggestedFull time- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ...programs start the first day and continue throughout your career. Whether you have an extensive background in financial services...SuggestedLocal area
$28 - $38 per hour
A financial services company is seeking a Remote Loan Advisor to guide clients through the loan process. You will advise on various loan types, recommend suitable... ...0% remote work flexibility, and opportunities for career growth in a supportive team environment. #J-18808-...SuggestedRemote jobHourly pay- Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's...
$28 - $38 per hour
...Remote Loan Advisor Hourly Pay: $28 - $38 / hour Summary We are seeking a proactive Loan... ...choose the best loan products to meet their financial needs. If you have a strong... ...hourly pay: $28 - $38 Paid training and career development opportunities Flexible working...Hourly payRemote workWork from homeFlexible hoursAfternoon shift- CW Advisors, part of Osaic, is seeking an Associate Financial Advisor in Mesa, AZ to support wealth advisors with meeting preparation, client service, data gathering, and financial plan development. This full-time role requires a Bachelor's degree and strong communication...Full timeWork at office
$19 - $24 per hour
...inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions... ...: Grow your skills with our tailored premier banker programs. Career Growth Career Growth: Clear paths to achieve your professional...Local areaImmediate start- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other...Full timeTemporary workPart timeWork experience placementWork at office
- ..., the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Commercial Banker to join... ...Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc. A demonstrated...Work experience placementLocal areaFlexible hours
$19 - $24 per hour
...inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions... ...: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals. The...Immediate start- Cognizant is seeking a Mortgage Loan Processor - Customer Contact Specialist to remotely support Mesa/Phoenix, AZ residents. The role focuses on guiding loans from application through closing, delivering an outstanding customer experience, and ensuring compliance. You will...Remote job
- ...that will modernize how AAG captures, models, and reports on its financial and operational performance. Reporting to the VP of Accounting,... ...reporting results after the fact. Serve as a trusted financial advisor to business unit stakeholders across the Grounds, translating...Full time
- ...individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic... ...responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,we’velooked beyond...Full timeTraineeshipLocal areaMonday to Friday
- Gulfstream Aerospace Corporation in Mesa, Arizona seeks a Financial Analyst Senior to lead budgeting, forecasting and financial analysis for operational areas. You will collaborate with cross-functional teams to ensure accuracy and timely reporting. Under minimal supervision...
- ...Operations and Director or Sales for the business supported. The Financial Analyst partners with Operations (includes Sales, Support areas... ...opportunity to learn the steel industry and grow in your career. Whether you will spend your day in an office cubicle, operating...Temporary workWork at officeLocal areaFlexible hours
$19 per hour
## Financial Service Representative (Loan Officer)Apply: Mesa Power Rd Branch (0181): Full time: Posted Yesterday: R20558# **Please reference the schedule and minimum qualifications listed below before applying.**If you need assistance with filling out our application form...Hourly payFull timeWork at officeImmediate startMonday to Friday$185k - $280k
Based in the Mesa, AZ area, this fully remote Digital-Asset Quantitative Trader will build a controlled institutional process for liquid digital-asset markets. The operating schedule centers on year-round Mountain Standard Time review of national markets and afternoon exceptions...Remote workWork from homeHome officeFlexible hoursShift workNight shiftWeekend work$41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift- ...volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the bank and the supervisor s direction Accountable for the personal...Work experience placementWork at officeFlexible hoursAfternoon shift
- Modern Wealth Management, LLC is seeking a Financial Planner in Mesa, AZ to deliver high-quality, comprehensive financial planning to existing clients while partnering with Lead Advisors. The role emphasizes planning and client service rather than new business, dedicating...
- Banner Health's Banner Desert Medical Center Neurosurgery in Mesa, AZ is seeking a Part-time Patient Financial Specialist per diem to coordinate, verify insurance, counsel patients, and support the care team. As a key member of the revenue cycle, you will pre-register,...Daily paidPart timeFlexible hours
- WealthBridge Financial Group in Mesa, AZ is seeking a results-oriented Financial Consultant to advise clients on financial objectives and tailored strategies aligned with their goals. You will deliver investment opportunities, retirement planning, and wealth management...
- ...through proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customers financial wellbeing. Collaborates with ecosystem partners to grow customers share of wallet. Positions PNC solutions to drive new revenue...Full timeWork experience placementWork at office
$73.95k - $106.95k
Financial Data Analyst (Associate or Experienced) Company: The Boeing Company is seeking a Financial Data Analyst to join our dynamic Analytics & Integration team within Finance Shared Services located in Mesa, Arizona ; Everett, Washington ; or Hazelwood, Missouri . This...Permanent employmentWork experience placementRelocationVisa sponsorshipWork visaRelocation packageFlexible hoursShift work- Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the... ...$50 million AUM portable. Certification such as Certified Financial Planner (CFP) is required. 10 years experience in financial planning...
- ...and ATM channels. This role emphasizes building client relationships, delivering a high-quality experience, and guiding customers to financial solutions while meeting regulatory requirements and working weekends as needed. #J-18808-Ljbffr National Black MBA AssociationWeekend work
- Columbia Bank is hiring a Personal Banker in Mesa, AZ to deliver exceptional client experiences and grow a broad range of banking relationships. You will identify client needs, present appropriate products, and refer to partners to fulfill those needs. A focus on consumer...
- ...products for borrowers across multiple states. Candidates should have an active NMLS/MLO license, deep knowledge of lending regulations, and a proven ability to build referral partnerships with Realtors and financial professionals. #J-18808-Ljbffr Caliver Beach Mortgage, LLCRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Career Changer (Phoenix Metro). Be the first to apply!
- associate corporate finance Arizona City, AZ
- financial advisor development program Arizona City, AZ
- financial planning assistant Arizona City, AZ
- jde finance consultant Arizona City, AZ
- financial counselor Arizona City, AZ
- financial planning administrator Arizona City, AZ
- financial planner Arizona City, AZ
- financial advisor associate Arizona City, AZ
- finance associate Arizona City, AZ
- financial planning associate Arizona City, AZ

