Experienced Financial Advisor - Independent Platform (Northern Arizona)

WealthBridge Financial Group • Yuma, AZ

67d • Onsite

About The Position

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in Northern Arizona. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with tailored strategies that align with their goals, and add a team-override compensation layer based on First-Year Commissions (FYC). This role offers a direct path out of compensation structures and product shelves that haven't kept pace with the industry. As an Experienced Financial Advisor at WealthBridge, you will leverage your expertise on an open-architecture shelf — National Life Group (A+ AM Best) plus a broad multi-carrier marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/Fidelity) powering advisory. We are selective, and we respect any contractual obligations you carry: decisions come within 14–21 days after your legal review, and end-to-end contract-to-first-production typically runs 30–45 days reflecting Form U5 release and background-check processing. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service in Northern Arizona. If you are driven by results and ready to own 100% of your clients on an industry-leading compensation structure, we would love to hear from you.

Requirements

• 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 Northern Arizona, with a book ready to travel.
• 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.
• Must pass a background check and fingerprinting as required by state insurance regulators and FINRA.

Nice To Haves

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

Responsibilities

• Move your established book to an independent platform with 100% portability.
• Engage clients with tailored strategies that align with their goals.
• Add a team-override compensation layer based on First-Year Commissions (FYC).
• Leverage expertise on an open-architecture shelf with National Life Group and a broad multi-carrier marketplace.
• Utilize Advanced Markets and Premium Finance for HNW cases.
• Power advisory services with ESI Illuminations (FMAX/Fidelity).

Benefits

• Access to the National Life Group agency-provided benefits package — medical, dental, and vision coverage.
• 401(k) retirement plan and pension contributions.
• Life insurance coverage.
• 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 First-Year Commissions (FYC).
• Transition support — bonus negotiated case-by-case, Advanced Markets and Premium Finance for HNW cases, and ESI Illuminations (FMAX/Fidelity) advisory platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior