Experienced Financial Advisor - Confidential Move (Tucson & Southern AZ)

WealthBridge Financial Group • Tucson, AZ

4d • Hybrid

About The Position

WealthBridge Financial Group is seeking experienced financial professionals in Southern Arizona for a confidential opportunity to move their established book of business to an independent platform with 100% portability. This role offers tailored client strategies, a team-override compensation layer on First-Year Commissions (FYC), and the chance to leverage expertise across Southern Arizona's diverse markets. The position is backed by an open-architecture shelf with support from Advanced Markets, Premium Finance, and ESI Illuminations (FMAX/Fidelity). WealthBridge is selective and respects contractual obligations, with decisions typically made within 14-21 days after legal review, and a contract-to-first-production timeline of 30-45 days. This is a commission-based W-2 position with National Life Group, offering uncapped, production-tiered compensation and a transition bonus negotiated case-by-case. WealthBridge Financial Group is a wealth management firm with a mission to 'Do Good' and is a Change Navigator, specializing in Premium Financing, Digital Marketing, CPA Alliances, and Advanced Planning, backed by National Life Group (A+ AM Best).

Requirements

• Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies.
• 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 Tucson or Southern Arizona (Foothills/Oro Valley/Marana, Green Valley/Sahuarita, Havasu/Kingman, or the border market).
• 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 as required by state insurance regulators and FINRA.

Nice To Haves

• Spanish fluency is a strong advantage for the Santa Cruz County border market.

Responsibilities

• Move your established book to an independent platform with 100% portability.
• Provide clients with tailored strategies aligned with their goals.
• Leverage expertise across Southern Arizona's distinct markets.
• 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