Experienced Financial Advisor - Confidential Move Conversation (Mohave, AZ)

WealthBridge Financial Group • Lake Havasu City, AZ

8h • 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). People. Impact. Outcome.

Requirements

• Active Arizona Life & Health insurance license.
• 3+ years of financial services or insurance experience, or equivalent production track record.
• Southern Arizona client base or clear plan to serve the region.
• Entrepreneurial mindset.
• No binding non-solicitation, or clear timeline for expiration.
• Ready to decide within 14–21 days after legal review.
• Must pass a background check and fingerprinting.

Nice To Haves

• Series 6/7 + 63/66 preferred.
• Spanish fluency is a strong advantage for Nogales/Rio Rico.

Responsibilities

• Transition conversations are personally managed by the regional Managing Director.
• Transition to owning 100% of your clients on an industry-leading compensation structure.
• Develop and maintain client relationships in Southern Arizona.
• Potentially develop a team and earn overrides on First-Year Commissions (FYC).
• Build a book of business and scale activity, persistency, and book development.

Benefits

• Industry-leading, production-tiered compensation.
• 100% book portability.
• Team override on First-Year Commissions (FYC).
• NLG (A+), and multi-carrier open architecture.
• Transition bonus negotiated case-by-case.
• Advanced Markets, Premium Finance, Planning & Design.
• Direct working relationship with the regional Managing Director.
• Multi-state reciprocity.
• Health insurance.
• Dental insurance.
• Vision insurance.
• 401(k).
• Pension contributions.
• Life insurance.
• Continuing-license sponsorship.
• Training allowance and performance-based incentives.
• Sponsorship for required licenses and continuous training.
• Flexible schedule with strong work-life balance.
• 4-week intensive joint-field training with leadership.
• Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed