Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)
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). We are hiring driven career changers in Tucson, Oro Valley, Marana, Green Valley, Sahuarita, Nogales, Lake Havasu City, Kingman, and Bullhead City. Candidates work directly with the regional Managing Director. No prior financial services experience required. This is a rare chance to join a growing regional practice during its build phase. The advisors who join now will anchor the communities we serve for the next decade.
Requirements
- Southern Arizona residency (Pima, Mohave, Santa Cruz, or adjacent county).
- Strong desire to build a financial services career.
- Excellent communication and interpersonal skills.
- Ability to obtain Arizona Life & Health insurance license.
- Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
- Successful background check and fingerprinting.
- All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA.
- Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history.
Nice To Haves
- Spanish fluency is a material advantage for the Santa Cruz County border market (Nogales, Rio Rico, Tubac) but is not required.
- Prior financial experience welcome but not required.
Responsibilities
- Develop comprehensive financial plans across the 7 planning areas: protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.
- Serve Southern Arizona's diverse client base — Tucson's university, tech, healthcare, and defense economy; Pima County's retiree market in Oro Valley, Green Valley, and Sahuarita; Lake Havasu's seasonal-resident and small-business market; the Santa Cruz County border market around Nogales and Rio Rico.
- Build a personal book of business — owned by you from day one, with no binding non-solicitation.
- Participate in the New Associate Program's weekly coaching sessions and structured daily activity framework.
- WealthBridge's New Associate Program follows a structured daily activity framework: consistent prospecting, client meetings, applications, and follow-ups, with weekly accountability through the program team.
- Activity volume is paired with quality measures — persistency, client retention, and suitability review — so that quantity without quality does not advance producers through the compensation structure.
- Specific production expectations are reviewed during Discovery and formalized at contracting.
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.
- Direct mentorship from the regional Managing Director.
- 100% book portability from day one.
- NLG (A+), plus multi-carrier shelf for product fit.
- Premium Finance, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design.
- Team override on First-Year Commissions (FYC) as you develop junior advisors.
- Clear Associate → Senior Associate → Managing Director path.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
