Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)
About The Position
WealthBridge Financial Group is seeking driven, results-oriented career changers in Tucson and Southern Arizona to join our regional team during its build phase. In this position, you will work directly with the regional Managing Director, engaging families, business owners, and professionals to understand their financial objectives and provide tailored strategies across the 7 planning areas. No prior financial-services experience is required: we provide pre-licensing guidance, a 4-week joint-field training program, and a defined career path from Associate through Managing Director. As a Financial Advisor at WealthBridge, you will play a pivotal role in empowering clients from Oro Valley and Marana to Green Valley, Sahuarita, Nogales, and the Lake Havasu–Kingman–Bullhead City corridor — implementing life insurance, annuities, disability coverage, advisory accounts, and retirement plans while building a book you own from day one. You will utilize advanced planning tools and analytics, supported by Advanced Markets, Premium Finance, ESI Illuminations (FMAX/Fidelity), and Planning & Design. The New Associate Program pairs consistent daily activity with weekly accountability and quality metrics; specific production expectations are reviewed during Discovery and formalized at contracting. Join WealthBridge Financial Group at the moment it matters most — the advisors who join now will anchor the Southern Arizona communities we serve for the next decade. If you are driven by results and ready to build something you own, we would love to hear from you.
Requirements
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills to effectively connect with clients
- Demonstrated ability to build and maintain client relationships, with the self-motivation for a consistent, activity-driven practice
- Ability to obtain an Arizona Life & Health insurance license — we guide you through the process
- Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations within your first 12 months
- Successful background check and fingerprinting as required by state insurance regulators and FINRA
- Form U4 disclosure of prior regulatory, criminal, and financial history for securities registration
Nice To Haves
- Bachelor's degree in finance, accounting, or a related field is preferred; equivalent professional experience is welcome
- No prior financial-services experience required
- Existing licenses or financial-planning certifications are a plus
Responsibilities
- Work directly with the regional Managing Director.
- Engage families, business owners, and professionals to understand their financial objectives.
- Provide tailored strategies across the 7 planning areas.
- Implement life insurance, annuities, disability coverage, advisory accounts, and retirement plans.
- Build a book of business that you own from day one.
- Utilize advanced planning tools and analytics.
- Participate in a New Associate Program that pairs consistent daily activity with weekly accountability and quality metrics.
- Develop junior advisors and earn team override income on First-Year Commissions (FYC).
Benefits
- Pre-licensing guidance
- 4-week joint-field training program with leadership
- Defined career path from Associate through Managing Director
- Advanced designation support (CLU, ChFC, CFP, RICP)
- 100% book ownership and portability from day one
- Open product marketplace — National Life Group (A+ AM Best) as primary carrier plus a broad multi-carrier shelf for client fit
- Specialist infrastructure behind every case — Advanced Markets, Premium Finance, ESI Illuminations (FMAX/Fidelity) advisory, and a Planning & Design department
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
