Financial Advisor - Veteran Transition Program (Arizona & New Mexico)

WealthBridge Financial Group • Tucson, AZ

3d • Remote

About The Position

WealthBridge Financial Group is a wealth management firm seeking to help veterans and military spouses transition into financial advisory roles. Leveraging military training such as leadership, discipline, and client service orientation, this role offers a full transition pathway including pre-licensing guidance, training, and mentorship. The position is an independent contractor (1099) role, compensated entirely through commissions, with opportunities to serve veteran and military communities, federal civilian retirees, and DoD contractors. The firm is backed by National Life Group (A+ AM Best).

Requirements

• Honorable discharge, active transition (TAP/SkillBridge with command approval), current Guard/Reserve status, or military spouse of an active-duty service member.
• Strong interpersonal and communication skills.
• Commitment to learning and professional development.
• Ability to obtain Life & Health insurance license in your state of residence.
• Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
• Must pass a background check and fingerprinting.
• Must file Form U4 with disclosure of prior regulatory, criminal, and financial history.

Nice To Haves

• Prior financial experience not required.

Responsibilities

• Provide financial advisory services to clients, focusing on veteran and military communities, military spouses, federal civilian retirees, and DoD contractors.
• Complete a 4-week joint-field training program.
• Obtain necessary licenses, including Life & Health insurance licenses and SIE, Series 6 or 7, and Series 63/66.
• Develop and manage a client book of business.
• Participate in ongoing training and mentorship.
• Potentially grow into a leadership role with 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.
• 100% book portability from day one.
• Access to NLG (A+) and a broad multi-carrier shelf for product fit.
• Support from Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.
• Team override on First-Year Commissions (FYC) as you develop junior advisors.

What This Job Offers

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