Experienced Financial Advisor - Independent Platform (Arizona)

WealthBridge Financial Group • Tucson, AZ

7d • Onsite

About The Position

WealthBridge Financial Group is seeking experienced financial advisors in Arizona to move their established client base to an independent platform. This role offers 100% client book portability and a team-override compensation structure based on First-Year Commissions (FYC). Advisors will leverage an open-architecture product shelf including National Life Group and a multi-carrier marketplace, with support for Advanced Markets, Premium Finance for High Net Worth (HNW) cases, and advisory services powered by ESI Illuminations (FMAX/Fidelity). The firm is selective and respects contractual obligations, with decisions typically made within 14-21 days after legal review. The full onboarding process, from contract to first production, usually takes 30-45 days.

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 Arizona, with a book ready to travel.
• 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

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

Responsibilities

• Move established client book to an independent platform with 100% portability.
• Engage clients with tailored strategies aligned with their financial goals.
• Leverage an open-architecture product shelf including National Life Group and a multi-carrier marketplace.
• Utilize Advanced Markets and Premium Finance for HNW cases.
• Utilize ESI Illuminations (FMAX/Fidelity) for advisory services.

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.
• ESI Illuminations (FMAX/Fidelity) advisory platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior