Independent Financial Advisor - 100% Book Ownership

Wealthbridge-Financial-Group; Kingman (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Benefits package

401(k) retirement

Life insurance

Career growth

Mentorship

High commissions

Job summary

WealthBridge Financial Group in Southern Arizona seeks experienced financial professionals for a confidential conversation led by the regional Managing Director. You will move your established book to an independent platform with 100% portability and provide clients tailored strategies aligned with their goals.

The role offers a commission-based W-2 position with National Life Group, 100% ownership of your book, and access to benefits, retirement plans, and ongoing mentorship.

Qualifications

• Bachelor's degree preferred or equivalent production track record.
• Active Arizona Life & Health license; SIE; 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

Analytical skills

Communication skills

Relationship management

Education

Bachelor's degree in finance

Tools

Arizona Life & Health license

SIE

Series 6/7

Series 63/66

Job description

WealthBridge Financial Group in Southern Arizona seeks experienced financial professionals for a confidential conversation led by the regional Managing Director. You will move your established book to an independent platform with 100% portability and provide clients tailored strategies aligned with their goals.

The role offers a commission-based W-2 position with National Life Group, 100% ownership of your book, and access to benefits, retirement plans, and ongoing mentorship.