Experienced Financial Advisor - Independent Platform (Northern Arizona)

Wealthbridge-Financial-Group; Yuma (AZ); Vor Ort; USD 120.000 - 250.000; Vollzeit

Benefits dieser Stelle

Benefits package

100% book ownership

Team override on FYC

Uncapped commissions

Zusammenfassung

WealthBridge Financial Group seeks experienced financial advisors to bring their existing client books to an independent, open-architecture platform in Northern Arizona. You will own 100% of your book, with uncapped commissions and a team override on First-Year Commissions (FYC).

The role emphasizes growth, client service, and strategic planning for HNW cases. Compensation is commission-based on a W-2 arrangement; there is no base salary.

Qualifikationen

• Bachelor's degree in finance, accounting, or related field preferred; equivalent production track record qualifies.
• Active Arizona Life & Health license; SIE and Series 6/7 and 63/66 registrations preferred.
• 3+ years of experience in financial consulting, financial services, or insurance with established client relationships.

Aufgaben

• Own and manage a book of clients on an independent platform.
• Leverage open-architecture marketplace for advanced planning and premium financing.
• Build and maintain client relationships and deliver tailored financial strategies.

Kenntnisse

Analytical skills

Communication skills

Relationship management

Ausbildung

Bachelor's degree in finance/accounting

Equivalent production track record

Tools

Arizona Life & Health license

SIE

Series 6/7

Series 63/66

Jobbeschreibung

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in Northern Arizona. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with tailored strategies that align with their goals, and add a team-override compensation layer based on First-Year Commissions (FYC). Northern Arizona's captive and semi-captive firms operate on compensation structures and product shelves that haven't kept pace with the industry — this is a direct path out.

As an Experienced Financial Advisor at WealthBridge, you will leverage your expertise on an open-architecture shelf — National Life Group (A+ AM Best) plus a broad multi-carrier marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/Fidelity) powering advisory. We are selective, and we respect any contractual obligations you carry: decisions come within 14–21 days after your legal review, and end-to-end contract-to-first-production typically runs 30–45 days reflecting Form U5 release and background-check processing.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service in Northern Arizona. If you are driven by results and ready to own 100% of your clients on an industry-leading compensation structure, we would love to hear from you.

Compensation and classification:

This is a commission-based W-2 position with National Life Group — you retain 100% ownership of the book you build and access the NLG agency-provided benefits package described under Benefits; withholding and contract terms are confirmed at contracting. Compensation is uncapped and production-tiered, with a transition bonus negotiated case-by-case; specific figures are reviewed during Discovery based on book size, product mix, persistency, and contract terms. Industry reference: BLS OEWS May 2024, SOC 13-2052 — 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; an equivalent production track record qualifies
• Active Arizona Life & Health insurance license; SIE plus Series 6/7 and 63/66 registrations preferred
• 3+ years of experience in financial consulting, financial services, or insurance — or an equivalent production track record demonstrating established client relationships
• Established client relationships in Northern Arizona, with a book ready to travel
• Strong analytical, communication, and relationship-management skills
• Clean or discussable U4/U5 compliance history; no binding non-solicitation, or a clear timeline for expiration
• Ready to decide within 14–21 days after completing legal review of any restrictions with your counsel

• Access to the National Life Group agency-provided benefits package — medical, dental, and vision coverage
• 401(k) retirement plan and pension contributions to help you build long-term security
• Life insurance coverage and continuing-license sponsorship for added peace of mind
• Career growth opportunities and ongoing training support — advanced designation pathways (CLU, ChFC, CFP, RICP) and direct mentorship
• Industry-leading, production-tiered commission compensation with 100% book ownership and portability, plus team override on First-Year Commissions (FYC)
• Transition support — bonus negotiated case-by-case, Advanced Markets and Premium Finance for HNW cases, and ESI Illuminations (FMAX/Fidelity) advisory platform

This is a commission-based W-2 position with National Life Group, with no base salary; WealthBridge Financial Group serves as the General Agency. Withholding, benefits eligibility, and contract terms are confirmed at contracting. 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, [phone]. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc.