GoldBook Financial · 3 days ago
Experienced Financial Advisor
Scottsdale, AZ
Full-time
Hybrid
Senior Level
$51K/yr - $275K/yrGoldBook Financial is seeking experienced Financial Advisors who value flexibility and control in their practice. The role allows you to build your business with support from a dedicated partner, offering a diversified portfolio and state-of-the-art technology to enhance client service.
Business DevelopmentFinancial ServicesRisk Management
Responsibilities
Build your practice the way you want to, with as much support as you need
Utilize a diversified portfolio of investment, insurance, and retirement solutions
Leverage a one-stop shopping hub for insurance solutions
Differentiate yourself with a unique business markets process
Provide concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
Collaborate with a team of seasoned investment and trust specialists to meet clients’ estate planning and wealth management needs
Grow your practice through relationships with local financial institutions and professional firms
Use state-of-the-art technology platforms and tools
Qualification
Required
Experience as a Financial Advisor
Ability to build a practice independently
Recognition of the strength of products and brand
Embrace of innovative toolset
Strong teaming model to serve clients
Entrepreneurial mindset
Ability to provide estate planning and wealth management solutions
Willingness to engage in strategic alliance programs
Familiarity with technology platforms and tools
Benefits
High performance-based earnings and revenue.
Additional performance-based income structure to support first three years for inexperienced advisors.
Transition packages for experienced advisors.
Renewal commissions and recurring fee income.
Bonus programs and expense allowances.
Robust retirement package with up to 10% company contributions.
Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
Life Insurance and Disability Income Insurance.
Paid programs for insurance licensing, SIE, Series 7, Series 66 and more.
Professional designation reimbursement programs.
Company
GoldBook Financial
GoldBook Financial provides risk management, planning, investing and business solutions to individuals and businesses.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Victor Goldman
Chief Executive Officer
Michael Book
Managing Partner
Recent News
2025-04-08
Company data provided by crunchbase