GoldBook Financial · 8 hours 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 building their practice. The role involves providing a diversified portfolio of investment, insurance, and retirement solutions while receiving support to grow and innovate in a client-focused environment.
Business DevelopmentFinancial ServicesRisk Management
Responsibilities
Build your practice the way you want to, with as much support as you need from a business partner
Provide a diversified portfolio of investment, insurance, and retirement solutions
Meet clients’ needs with products not offered by the firm through a one-stop shopping hub for insurance solutions
Differentiate yourself with a unique business markets process to add value to conversations with business owners
Access concierge-level support including priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
Work with a team of seasoned investment and trust specialists to meet clients’ estate planning and wealth management needs
Grow your practice through strategic alliance programs with local financial institutions and professional firms
Utilize 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
Access to priority service and support resources
Ability to grow practice through strategic alliances
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