Experienced Financial Advisor - Confidential Move (Mohave County)

WealthBridge Financial Group • Fort Mohave, AZ

67d • Remote

About The Position

WealthBridge Financial Group is seeking experienced financial professionals in Mohave County for a confidential conversation. This role involves moving your established book of business to an independent platform with 100% portability, providing clients with tailored strategies, and earning a team-override compensation on First-Year Commissions (FYC). The position is ideal for individuals who have built a book at firms like Northwestern Mutual, Edward Jones, New York Life, an NLG-affiliated captive, or a regional broker-dealer. As an advisor, you will leverage your expertise across Mohave County's markets, serving diverse client segments including seasonal residents, retirees, business owners, and multigenerational families. You will operate on an open-architecture platform supported by Advanced Markets, Premium Finance, and ESI Illuminations. WealthBridge is selective and respects contractual obligations, with decisions typically made within 14–21 days after legal review, and contract-to-first-production usually taking 30–45 days. The company emphasizes results-driven individuals ready to own their clients on an industry-leading compensation structure.

Requirements

• Active Arizona Life & Health insurance license.
• 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 Mohave County or western Arizona (Fort Mohave, Bullhead City, Kingman, Lake Havasu City, Parker, or Wickenburg).
• 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.

Nice To Haves

• Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies.
• SIE plus Series 6/7 and 63/66 registrations preferred.

Responsibilities

• Move your established book of business to an independent platform with 100% portability.
• Provide clients with tailored strategies aligned with their goals.
• Leverage expertise across Mohave County's distinct markets (Fort Mohave, Bullhead City, Kingman, Lake Havasu City, Parker, and Wickenburg).
• Serve seasonal residents, retirees, business owners, and multigenerational families.
• 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 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