Experienced Financial Advisor - Confidential Move Conversation (Southern AZ)
About The Position
WealthBridge Financial Group is seeking experienced financial professionals in Southern Arizona for a confidential transition conversation. This role offers an industry-leading compensation structure with 100% ownership of your client book. WealthBridge Financial Group, backed by National Life Group (A+ AM Best), provides infrastructure, training, and access to a benefits package. The firm specializes in Premium Financing, Digital Marketing, CPA Alliances, and Advanced Planning, and is expanding across Arizona. This opportunity is for individuals ready to transition from firms like Northwestern Mutual, Edward Jones, or New York Life.
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 agreements, or a clear timeline for their expiration.
- Readiness to make a decision within 14–21 days after legal review.
- Ability to pass a background check and fingerprinting.
- Securities registration requires filing Form U4.
Nice To Haves
- Series 6/7 + 63/66 preferred.
- Established relationships in the Catalina Foothills, Oro Valley, and Marana corridor.
- Established relationships in the Green Valley/ Sahuarita retiree market.
- Established relationships in the Lake Havasu/Kingman seasonal resident and small-business market.
- Established relationships in the Santa Cruz County border market.
- Spanish fluency is a strong advantage for Nogales/Rio Rico.
Responsibilities
- Manage and grow a client book of business.
- Provide financial advice and planning services to clients.
- Develop and implement strategies for premium financing, advanced markets, and wealth planning.
- Build and maintain relationships with clients and potential referral sources.
- Potentially develop and mentor junior advisors, earning team overrides on First-Year Commissions (FYC).
- Collaborate with the regional Managing Director.
Benefits
- Industry-leading, production-tiered compensation.
- 100% book portability.
- Team override on First-Year Commissions (FYC).
- Access to National Life Group (A+) and multi-carrier open architecture.
- Transition bonus negotiated case-by-case.
- Support for Advanced Markets, Premium Finance, Planning & Design.
- Direct working relationship with the regional Managing Director.
- Multi-state reciprocity for licensing.
- 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.
- Access to a broad multi-carrier shelf for product fit.
- Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.
- Clear career path (Associate → Senior Associate → Managing Director).
- Health, dental, vision insurance.
- 401(k) and pension contributions.
- Life insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
