Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Experienced Financial Advisor - Independent Platform, Full Book Portability

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented  Financial Consultant  to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Deomonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor - Independent Platform, Full Book Portability in Glendale, CA vacancy
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;...  ...together, we best meet the full needs of our customers and...  ...of the Merrill investment platform and Bank of America banking...  ...experience Established and portable practice with a minimum of... 
    Platform
    Work at office
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    2 days ago
  • $150k

     ...That’s why we’ve built a platform designed to give our people...  ...of the profession. Experienced Financial Advisor - Independence & Growth Opportunity Please...  ...established, transferable book of business who want...  ...payout platform Maintain full ownership and control of... 
    Platform
    Temporary work
    Traineeship
    Local area

    Current

    Los Angeles, CA
    4 days ago
  •  ...Level? If you’re a proven advisor who’s built a book, serves clients well, and...  ...management firm designed for experienced advisors who want to scale...  ...next level of income. Our platform removes friction, provides...  ...to holistic, high-impact financial planning Leverage... 
    Platform

    Lenox Advisors

    Glendale, CA
    3 days ago
  •  ...nationally recognized independent wealth management...  ...destination for advisors transitioning...  ...Vice President, Financial Advisor to join their...  ...model. The platform combines the autonomy...  ...access and a full suite of investment...  ...Transition Support Experienced onboarding team... 
    Platform

    The Rogan Group, Inc

    Los Angeles, CA
    2 days ago
  • $23 - $29 per hour

     ...Banker III, who is an experienced advisor in establishing,...  ...members to help meet their financial goals. The right...  ...the teller line and platform seamlessly, working as...  ...expectations. Performs a full range of senior...  ...tasking, ability to work independently AND as a member of a... 
    Platform
    Hourly pay
    Work experience placement
    Flexible hours

    Premier America Credit Union

    Burbank, CA
    4 days ago
  • $100k

     ...Estate Agent – Entry-Level and Experienced Searching for Real Estate...  ...will receive the best marketing platform the industry has to offer for...  ...Real estate agents are independent contractors, not provided a salary...  ...income potential has no limit. Full-time real estate agents at... 
    Platform
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Glendale, CA
    4 days ago
  • $100k

     ...Williams Realty Team! New and experienced agents alike are encouraged...  ...industry’s most efficient platforms to help you scout leads and...  ...estate agents are considered independent contractors. This means that...  ...$100,000+ in one year as a full time agent. Your income is... 
    Platform
    Hourly pay
    Full time
    For contractors

    Keller Williams/CA Realty Training

    Glendale, CA
    2 days ago
  • $85.33k - $145.13k

     ...recognized, award-winning financial institution that...  ...Senior Financial Advisor, this motivated...  ...to work independently to support the needs...  ...company, processes, and book of clients. Engagement...  ...to support full-time. This position...  ...mentorship from an experienced Financial Advisor,... 
    Full time
    Flexible hours

    Northern Trust

    Los Angeles, CA
    3 days ago
  • $180k - $250k

    Partner Attorney w/book of business $180,0...  ...to global financial institutions and large...  ...seeking a highly experienced Partner‑Level Attorney...  ...client success and a portable book of business...  ...and respected platform that is tailored for...  ...compensation model. Full operational and... 
    Platform
    Permanent employment
    Local area
    Flexible hours

    Australia-Employment

    Los Angeles, CA
    17 hours ago
  • $96k - $144k

     ...Description As a Financial Due Diligence Senior...  ...with experienced professionals who bring a full range of advisory...  ...and Grant Thornton Advisors LLC (not a licensed...  ...multidisciplinary platform with Grant Thornton...  ...practice, as well as independent American and Irish... 
    Platform
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours

    Grant Thornton

    Los Angeles, CA
    3 days ago
  • $400k

     ...30/2026 Are you an experienced attorney with a solid book of business seeking a more supportive platform to grow? This opportunity...  ...lawyers with a portable practice of at...  ...from anywhere with full control over your clients...  ...,000 annually. Are independent and motivated, but... 
    Platform
    Work at office
    Remote work
    Flexible hours

    Premier Inn Hotels LLC (UAE)

    Los Angeles, CA
    8 hours ago
  • Current is seeking an Experienced Financial Advisor to join Cross Financial in Los Angeles. This role offers...  ...candidates will have a transferable book of business and a strong client...  ...significant growth without sacrificing independence. A great opportunity for those motivated... 

    Current

    Los Angeles, CA
    2 days ago
  • $90k - $100k

    FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior...  ...services advice. Less experienced Financial Advisors (...  ...territory and the team's "book of business", with...  ...will be performed independently, the SFA provides mentoring...  ...services across the full product spectrum.... 
    Remote work
    Shift work

    City National Bank

    Beverly Hills, CA
    4 days ago
  •  ...Glendale, AZ Employment Type: Full-Time J ob Description...  ...your overall well-being. Financial Benefits: Access to health...  ..., access to online learning platforms, and in-house educational...  ...skills. Ability to work both independently and as part of a... 
    Platform
    Full time
    Flexible hours

    i4 Search Group

    Glendale, CA
    3 days ago
  •  ...our team as a Remote Travel Booking Client. This opportunity is...  ...communication skills Ability to work independently in a remote environment Comfort using email, online platforms, and basic computer tools...  ...Ongoing support from an experienced travel team Travel industry... 
    Platform
    Remote job
    Flexible hours

    Hallford Travels

    Los Angeles, CA
    17 hours ago
  •  ...Manager We are seeking an experienced Commercial Insurance...  ...renewals Manage the full marketing and quoting...  ...lines role within an independent agency or retail brokerage...  ...with online rating platforms and carrier portals Experience...  ...a diverse commercial book of business Stable... 
    Platform
    Work at office

    Gpac

    Glendale, CA
    1 day ago
  • $8,000 per month

     ...home. Whether you're an experienced dispatcher or brand new to...  ...you need to succeed as an independent freight dispatcher....  ...and proven systems A platform to grow your own book of business and scale your...  ...take the first step toward financial freedom. American Logistics... 
    Platform
    Hourly pay
    Work from home

    American Logistics Authority

    Los Angeles, CA
    3 days ago
  •  ...MassMutual - a world-renowned financial institution with a solid...  ...Opportunity We are seeking a Financial Advisor to join our team. Here at...  ...Pacific you will own your book of business, attract new clients...  ...on One mentorship Digital Platforms Support and resources from a... 
    Platform

    MassMutual Pacific

    Pasadena, CA
    2 days ago
  •  ...doing it together. As an independent agent, you'll have the...  ...business with the full support of our team. We...  ...Proprietary Connie Health Agent Platform with powerful...  ...Our internal Medicare Advisor team handles post-sale...  ...AHIP Certification Experienced: 1-3 years of Medicare... 
    Platform
    Remote job
    Local area
    Flexible hours

    Connie Health

    Los Angeles, CA
    3 days ago
  •  ...Now Hiring: Experienced EVT Upfit Technician Sands Chevrolet Glendale, Arizona Sands Chevrolet...  ...basic commercial lighting packages to full patrol vehicle upfits. What We Offer:...  ...vehicle equipment across a variety of platforms. You'll be working on everything from... 
    Platform
    Immediate start

    Sands Chevrolet Surprise

    Glendale, CA
    6 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...for course tuition fees and books. Compensation & Benefits...  ...such, they are considered independent contractors3 for income tax...  ...not equal to 0 and earned by full time, active Financial Representatives... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Los Angeles, CA
    23 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors...  ...First Command sponsors your pursuit of full registration and licensing as a...  ...program opens the door to becoming an independent contractor Financial Advisor with First... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Glendale, CA
    3 days ago
  • $50k

     ...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on...  ...office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Los Angeles, CA
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...internship program mimics our full-time Financial...  ...proprietary planning software platforms Engage in weekly...  ...Representative or Advisor role upon graduation....  ..., they are considered independent contractors1 for income... 
    Platform
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Los Angeles, CA
    5 days ago
  •  ...support the business. We offer the full suite of management,...  ...highly connected and networked independent technology consultants, account...  ...data. Our complimentary data platforms, data helpdesk, DevOps,...  ...Managed services Maintain book of business in mid enterprise... 
    Platform
    Remote work
    Work from home

    Pandoblox

    Los Angeles, CA
    3 days ago
  • $29.43 - $45.39 per hour

     ...Emergency response Independent work Teamwork Effective...  ...to lift and utilize full range of movement to...  .../pulling gurneys and portable equipment, including...  ...artificial intelligence ("AI") platform, HiredScore to improve...  ...a career with us and experiencing our AI-enhanced... 
    Platform
    Hourly pay
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Intermountain Health

    Glendale, CA
    1 day ago
  •  ...Interlock Equity, Los Angeles, CA | Full-Time Private Equity Business...  ...Our diverse team consists of experienced investors, operators, and...  ...bankers, intermediaries, and advisors active in target sectors and...  ...target lists using CRM platforms and AI-powered sourcing tools... 
    Platform
    Full time
    Shift work

    Women Wave

    Los Angeles, CA
    3 days ago
  • $52k - $150k

     ...Services is seeking motivated and experienced Independent Freight/Broker Agents to...  ...autonomy to manage your own book of business while leveraging...  ...Get AIGentech Technology Platform with AI Load Building, In-...  ...Control, and Quick Pay options Full Back-Office Support... 
    Platform
    For contractors
    Local area
    Remote work

    4Leaf Services

    Los Angeles, CA
    a month ago
  •  ...path should lead to real opportunity LPL Financial partners with credit unions to offer a...  ...Mountain America Credit Union as a Financial Advisor associated with LPL Financial. Under...  ...customized services An open architecture platform with access to thousands of investment... 
    Platform
    Local area

    LPL Financial

    Glendale, CA
    6 days ago
  •  ...A growing transportation platform is seeking Independent Driver Partners to join their network. This role allows you to build your own transportation business, providing ride and delivery services. Ideal candidates should have a valid driver's license, a reliable vehicle... 
    Platform
    Flexible hours

    RidenRoll

    Burbank, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor - Independent Platform, Full Book Portability. Be the first to apply!