Financial Advisor – Washington (Career Changer)

WealthBridge Financial Group; Bellevue (WA); On-site; USD 60,000 - 120,000; Full time

Job summary

WealthBridge Financial Group is recruiting driven Washington career changers into financial services with structured training and a compensation framework that rewards production from day one. No prior financial experience required.

This is an early-cohort opportunity — independent contractors who engage now will anchor our Washington client base. Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees, while building a

Qualifications

• No prior financial experience required.
• Independent contractor setup; no employer-provided benefits.

Responsibilities

• Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees.
• Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans.
• Serve the Eastside tech corridor, the Tacoma/South Sound market, Spokane’s Inland Northwest, and the SW Washington / Vancouver metro.
• Build a book of business — owned by you, with no binding non-solicitation.

Skills

Communication skills

Sales skills

Client relations

Prospecting

Job description

Alternate titles: Financial Advisor Trainee Seattle

• Insurance Agent Career Washington
• Wealth Management Career Bellevue

Location: Seattle, WA

• Bellevue, WA
• Tacoma, WA
• Spokane, WA
• Vancouver, WA
• Everett, WA
• Kent, WA
• Renton, WA
• Olympia, WA
• Bellingham, WA

Employment Type: Independent Contractor (1099) — Broker-Affiliated (Per National Life Group’s career agency model: “As a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are responsible for your paycheck and job security.” Compensation is entirely commission-based with no employer-provided benefits. 1099 independent contractors are responsible for their own health insurance, retirement planning, and self‑employment taxes. WealthBridge provides infrastructure, training, mentorship, the carrier-appointed platform, and sponsorship for required licensing — a business-to-business affiliation, not an employment relationship.)

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: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning . We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. The Opportunity: We’re hiring driven Washington career changers into financial services with structured training and a compensation framework that rewards production from day one. No prior financial experience required. This is an early-cohort opportunity — independent contractors who engage now will anchor our Washington client base.

What you’ll do:

• Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees.
• Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans
• Serve the Eastside tech corridor, the Tacoma/South Sound working‑family market, Spokane’s Inland Northwest, and the SW Washington / Vancouver metro.
• Build a book of business — owned by you, with no binding non‑solicitation

Activity framework:

WealthBridge’s New Associate Program follows a structured daily activity framework: consistent prospecting, client meetings, applications, and