Financial Advisor - Career Changer / New to Industry (Mohave County, Arizona)
About The Position
WealthBridge Financial Group is a growing wealth management firm expanding across Arizona. We are seeking driven career changers with no prior financial services experience required to join our team. This is a unique opportunity to build a financial services career and anchor communities for the next decade. Advisors will develop comprehensive financial plans, serve a diverse client base, and build their own book of business. The role involves consistent prospecting, client meetings, and follow-ups, with a focus on both activity volume and quality measures. We offer a structured New Associate Program with weekly coaching, training allowance, performance-based incentives, and sponsorship for required licenses. This is an independent contractor (1099) opportunity with commission-based compensation.
Requirements
- Southern Arizona residency (Pima, Mohave, Santa Cruz, or adjacent county).
- Strong desire to build a financial services career.
- Excellent communication and interpersonal skills.
- Ability to obtain Arizona Life & Health insurance license.
- Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
- Successful background check and fingerprinting.
Nice To Haves
- Spanish fluency is a material advantage for the Santa Cruz County border market (Nogales, Rio Rico, Tubac).
- Prior financial experience welcome but not required.
Responsibilities
- Develop comprehensive financial plans across the 7 planning areas: protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.
- Serve Southern Arizona's diverse client base, including university, tech, healthcare, and defense economies, retiree markets, seasonal-resident and small-business markets, and the Santa Cruz County border market.
- Build a personal book of business, owned by you from day one, with no binding non-solicitation.
- Participate in the New Associate Program's weekly coaching sessions and structured daily activity framework.
- Engage in consistent prospecting, client meetings, applications, and follow-ups.
- Focus on activity volume paired with quality measures such as persistency, client retention, and suitability review.
Benefits
- Training allowance and performance-based incentives.
- Sponsorship for required licenses and continuous training.
- Flexible schedule with strong work-life balance.
- Industry-leading, production-tiered compensation structure.
- Direct mentorship from the regional Managing Director.
- 100% book portability from day one.
- Access to NLG (A+), plus multi-carrier shelf for product fit.
- Support for Premium Finance, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design.
- Team override on First-Year Commissions (FYC) as you develop junior advisors.
- Clear Associate → Senior Associate → Managing Director path.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
