Experienced Financial Advisor - Independent Platform (Washington)

WealthBridge Financial Group • Tacoma, WA

6d • Remote

About The Position

WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome.

The Opportunity: Washington's independent financial-services channel is dominated by RIAs and a handful of large captive broker-dealers. There's a material gap for independent producers who want NLG (A+) product access combined with industry-leading compensation and a team override on First-Year Commissions. If you're producing in the Seattle metro, Bellevue's tech corridor, Tacoma, or Spokane and ready for a confidential conversation, we want to talk.

We respect any contractual obligations you have to your current firm. We are selective. Decisions within 14 21 days after legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release, WA State Patrol fingerprinting, and background-check processing.

Requirements

• Active Washington Life & Disability insurance license (WA terminology for the Life & Health license — same product scope).
• 3+ years of financial services or insurance experience, or equivalent production track record.
• Established Washington client relationships.
• Entrepreneurial mindset.
• No binding non-solicitation, or clear timeline for expiration.
• WA State Patrol fingerprinting and background check on file.
• Ready to decide within 14–21 days after legal review.

Nice To Haves

• Series 6/7 + 63/66 preferred.
• Spanish fluency is a strong advantage for Nogales/Rio Rico.
• Established relationships in the Catalina Foothills, Oro Valley, and Marana corridor; the Green Valley/ Sahuarita retiree market; the Lake Havasu/Kingman seasonal resident and small-business market; or the Santa Cruz County border market.

Responsibilities

• Solicitation of life insurance or annuity contracts.
• Developing and maintaining client relationships.
• Providing financial advice and planning.
• Managing a book of business.
• Potentially building and leading a team (for those pursuing Managing Director role).

Benefits

• Industry-leading, production-tiered compensation.
• 100% book portability.
• Team override on First-Year Commissions (FYC).
• Open product marketplace — NLG (A+) as primary carrier plus multi-carrier shelf for product fit.
• Transition bonus negotiated case-by-case.
• Advanced Markets and Premium Finance for HNW cases.
• Early-cohort positioning in WealthBridge's Washington region.
• Multi-state reciprocity — your WA Life & Disability license extends by non-resident reciprocity to OR, ID, and other states.
• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Pension contributions
• Life insurance
• Continuing-license sponsorship
• Training allowance and performance-based incentives.
• Sponsorship for required licenses and continuous training.
• Flexible schedule with strong work-life balance.
• 4-week intensive joint-field training with leadership.

What This Job Offers

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