Wealth Builders
Agent Operations Portal
Onboarding, licensing, and training support for Wealth Builders agents — the steps, timelines, and help you need to get set up and active.
What agent onboarding is
Agent onboarding is the step-by-step process a new agent completes to become active in the organization. It covers your agreement, licensing steps, training, and final setup — with a clear, documented path so you always know what to complete, in what order, and where to get help. Your trainer and onboarding contact guide you through it.
Onboarding Steps
The full path every new agent follows to get set up and active.
View onboarding steps →Licensing Support
A general overview of the licensing path and where to get help.
View licensing support →
Who we are
A team-based organization
Wealth Builders supports our agents through onboarding, licensing, and training. This portal brings the steps, timelines, resources, and support together in one place.