Independent Financial Advisor — 100% Book Ownership

Wealthbridge-Financial-Group; Green Valley (AZ); On-site; USD 102,000 - 239,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan and pension

Life insurance coverage

Advanced designation pathways (CLU, Ch

CFP, RICP) mentorship

100% book ownership and portability

Team override on First-Year Comissions

Job summary

WealthBridge Financial Group in Southern Arizona seeks experienced financial professionals for confidential conversations to move your established book to an independent, 100% portable platform. This is a commission-based W-2 position with National Life Group, offering tailored client strategies and access to advanced planning platforms.

We are seeking candidates with established client relationships in Tucson/Southern Arizona, licenses, and a proven track record in financial services.

Qualifications

• 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 Tucson or Southern Arizona (Foothills/Oro Valley/Marana, Green Valley/Sahuarita, Havasu/Kingman, or the border market)
• 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

Skills

3+ years of experience in financial

Established client relationships in S.

Strong analytical, communication, and

Clean or discussable U4/U5 compliance

Ready to decide within 14–21 days

Education

Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies

Tools

Active Arizona Life & Health license; SIE + Series 6/7 and 63/66 registrations preferred

Job description

WealthBridge Financial Group in Southern Arizona seeks experienced financial professionals for confidential conversations to move your established book to an independent, 100% portable platform. This is a commission-based W-2 position with National Life Group, offering tailored client strategies and access to advanced planning platforms.

We are seeking candidates with established client relationships in Tucson/Southern Arizona, licenses, and a proven track record in financial services.