Experienced Financial Advisor - Independent Platform (Phoenix Metro)

WealthBridge Financial Group • Mesa, AZ

7d • Onsite

About The Position

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in Phoenix Metro. 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). Phoenix Metro's captive and semi-captive firms operate on compensation structures and product shelves that haven't kept pace with the industry — this is a direct path out. 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 Phoenix Metro. 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 Phoenix Metro, 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
• 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

• 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 your clients with tailored strategies that align with their goals
• Add a team-override compensation layer based on First-Year Commissions (FYC)
• Leverage your expertise on an open-architecture shelf
• Deliver exceptional service in Phoenix Metro

Benefits

• Access to the National Life Group agency-provided benefits package — medical, dental, and vision coverage
• 401(k) retirement plan and pension contributions to help you build long-term security
• Life insurance coverage and continuing-license sponsorship for added peace of mind
• 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