Experienced Financial Advisor - Confidential Move (Tucson & Southern AZ)
About The Position
WealthBridge Financial Group is seeking results-oriented, experienced financial professionals in Southern Arizona for a confidential conversation, personally managed by the regional Managing Director. In this position, you will move your established book to an independent platform with 100% portability, provide your clients tailored strategies aligned with their goals, and add a team-override compensation layer on First-Year Commissions (FYC). As an Experienced Financial Advisor at WealthBridge, you will leverage your expertise across Southern Arizona's distinct markets — the Catalina Foothills–Oro Valley–Marana corridor, the Green Valley/Sahuarita retiree community, the Lake Havasu–Kingman seasonal-resident and small-business market, and the Santa Cruz County border market, where Spanish fluency is a strong advantage. You'll work on an open-architecture shelf backed by Advanced Markets, Premium Finance, and ESI Illuminations (FMAX/Fidelity). We are selective and respect any contractual obligations: decisions within 14–21 days after your legal review; contract-to-first-production typically 30–45 days. Join WealthBridge Financial Group and be part of a passionate team anchoring Southern 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
- 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
- All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA; securities registration requires Form U4 disclosure of prior regulatory, criminal, and financial history.
Nice To Haves
- Spanish fluency is a strong advantage
Responsibilities
- Move your established book to an independent platform with 100% portability
- Provide clients tailored strategies aligned with their goals
- Leverage expertise across Southern Arizona's distinct markets
- Work on an open-architecture shelf backed by Advanced Markets, Premium Finance, and 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
- Ongoing training support — advanced designation pathways (CLU, ChFC, CFP, RICP) and direct mentorship
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What This Job Offers
Job Type
Full-time
Career Level
Senior
