Financial Advisor – Washington (Career Changer)

WealthBridge Financial Group

Seattle (WA)

On-site

USD 60,000 - 120,000

Full time

14 days+
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Job summary

WealthBridge Financial Group in Seattle, WA, is hiring driven Washington career changers into financial services through a structured New Associate Program. You will receive training, mentorship, and a commission-based framework designed to reward production from day one.

This is an independent contractor opportunity (1099) with no employer-provided benefits. You own your book of business and serve clients across major WA markets.

Qualifications

  • No prior financial experience required.
  • Structured training and compensation rewards production from day one.

Responsibilities

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

Skills

Financial planning
Insurance
Sales
Client relations

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

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