Financial Advisor - Arizona (Career Changer / New to Industry)

WealthBridge Financial Group•Phoenix, AZ

5h•Remote

About The Position

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). We're building a statewide Arizona team of career changers entering financial services the right way — with structured training, real mentorship, and a compensation framework that rewards production from day one. No prior financial services experience required. We provide pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director.

Requirements

Ability to obtain Arizona Life & Health insurance license.
Willingness to pursue SIE, Series 6 or 7, and Series 63/66 within the first 12 months.
Successful background check and fingerprinting.
Arizona residency or intent to relocate.
Strong desire to build a career in financial services.
Excellent communication and interpersonal skills.
Self-motivated; comfortable with an activity-driven scorecard.

Nice To Haves

Prior financial services experience is welcome but not required.

Responsibilities

Develop comprehensive financial plans across the 7 planning areas: protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.
Help Arizona families, retirees, business owners, and professionals implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans.
Build a personal book of business — owned by you from day one, with no binding non-solicitation.
Participate in the New Associate Program's weekly coaching sessions and structured daily activity framework.
Consistent prospecting, client meetings, applications, and follow-ups, with weekly accountability through the program team.

Benefits

Training allowance and performance-based incentives.
Sponsorship for required licenses and continuous training.
Flexible schedule with strong work-life balance.
Industry-leading, production-tiered compensation structure with transparent tier progression.
4-week intensive joint-field training with leadership.
100% book portability from day one.
Access to NLG (A+) and a broad multi-carrier shelf for product fit.
Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.
Team override on First-Year Commissions (FYC) as you develop junior advisors.
Clear Associate → Senior Associate → Managing Director career path.