Independent Financial Advisor — 100% Book Ownership

WealthBridge Financial Group

Tucson (AZ)

On-site

USD 90,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Healthcare benefits

401(k) plan

Pension contributions

Life insurance

Mentorship program

Advanced designation pathways

Job summary

WealthBridge Financial Group is seeking results-oriented, experienced financial professionals in Southern Arizona for a confidential conversation, personally managed by the regional Managing Director.

You will move your established book to an independent platform with 100% portability, provide clients tailored strategies aligned with their goals, and join a commission-based W-2 structure with access to NLG benefits.

Qualifications

Bachelor's degree preferred; an equivalent production track record qualifies
Active Arizona Life & Health 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 counsel
Access to National Life Group agency-provided benefits package
Medical, dental, and vision coverage
401(k) retirement plan and pension contributions
Life insurance coverage and continuing-license sponsorship
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 FYC
Transition support
Bonus negotiated case-by-case, Advanced Markets and Premium Finance for HNW cases, and ESI Illuminations (FMAX/Fidelity) advisory platform
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.