Financial Advisor - Career Changer / New to Industry (New Mexico)

WealthBridge Financial Group • Rio Rancho, NM

1d • Remote

About The Position

WealthBridge Financial Group is expanding across Arizona and New Mexico, seeking driven career changers to build a strong client base and territorial footprint in the underrepresented independent, open-architecture model. As an independent contractor, you will develop financial plans for various client segments, help them implement financial products, and build your own book of business. The role involves a structured daily activity framework including prospecting, client meetings, and follow-ups, with a focus on both activity volume and quality measures like persistency and client retention. WealthBridge provides infrastructure, training, mentorship, and licensing sponsorship, but compensation is entirely commission-based, and contractors are responsible for their own benefits and taxes.

Requirements

• New Mexico residency or intent to relocate.
• Strong desire to build a financial services career.
• Excellent communication and interpersonal skills.
• Ability to complete the 40-hour NM Life & Health pre-licensing course and pass the exam.
• Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
• Successful background check and fingerprinting.
• Bilingual (Spanish/English) candidates are strongly encouraged to apply.

Nice To Haves

• Prior financial experience welcome but not required.
• Bilingual capacity is a material advantage.

Responsibilities

• Develop financial plans across the 7 planning areas for NM families, federal/national-lab retirees, business owners, and professionals.
• Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans.
• Serve the Los Alamos national-lab community, Santa Fe's wealth corridor, Albuquerque's small-business and professional market, and the growing Las Cruces/Southern NM economy.
• Build a book of business — owned by you, with no binding non-solicitation.
• Engage in consistent prospecting, client meetings, applications, and follow-ups.
• Develop junior advisors and earn team overrides on First-Year Commissions (FYC).

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 with transparent tier progression.
• 4-week intensive joint-field training with leadership.
• 100% book portability from day one.
• Access to NLG (A+) and a broad multi-carrier shelf for product fit.
• Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.
• Clear Associate → Senior Associate → Managing Director career path.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed