Experienced Financial Advisor - Independent Platform (Phoenix Metro)

WealthBridge Financial Group • Scottsdale, AZ

6d • $102,140 - $239,200 • Onsite

About The Position

WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in Phoenix Metro. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with tailored strategies that align with their goals, and add a team-override compensation layer based on First-Year Commissions (FYC). Phoenix Metro's captive and semi-captive firms operate on compensation structures and product shelves that haven't kept pace with the industry — this is a direct path out. As an Experienced Financial Advisor at WealthBridge, you will leverage your expertise on an open-architecture shelf — National Life Group (A+ AM Best) plus a broad multi-carrier marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/Fidelity) powering advisory. We are selective, and we respect any contractual obligations you carry: decisions come within 14–21 days after your legal review, and end-to-end contract-to-first-production typically runs 30–45 days reflecting Form U5 release and background-check processing. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service in Phoenix Metro. If you are driven by results and ready to own 100% of your clients on an industry-leading compensation structure, we would love to hear from you. Compensation and classification: This is a commission-based W-2 position with National Life Group — you retain 100% ownership of the book you build and access the NLG agency-provided benefits package described under Benefits; withholding and contract terms are confirmed at contracting. Compensation is uncapped and production-tiered, with a transition bonus negotiated case-by-case; specific figures are reviewed during Discovery based on book size, product mix, persistency, and contract terms. Industry reference: BLS OEWS May 2024, SOC 13-2052 — median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or above. About WealthBridge Financial Group: 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 is simple: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties include Premium Financing, Digital Marketing, CPA Alliances, and Advanced Planning. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome.

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 Phoenix Metro, 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

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

Responsibilities

• Move your established book to an independent platform with 100% portability
• Engage your clients with tailored strategies that align with their goals
• Add a team-override compensation layer based on First-Year Commissions (FYC)
• Leverage your expertise on an open-architecture shelf — National Life Group (A+ AM Best) plus a broad multi-carrier marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/Fidelity) powering advisory

Benefits

• Access to the National Life Group agency-provided benefits package — medical, dental, and vision coverage
• 401(k) retirement plan and pension contributions to help you build long-term security
• Life insurance coverage and continuing-license sponsorship for added peace of mind
• 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, and ESI Illuminations (FMAX/Fidelity) advisory platform

What This Job Offers

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