Experienced Financial Advisor - Independent Platform (Arizona)
About The Position
WealthBridge Financial Group is seeking results-oriented, experienced financial advisors across Arizona. 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). This role offers a direct path out of captive and semi-captive firms in Arizona that operate on outdated compensation structures and product shelves. As an Experienced Financial Advisor at WealthBridge, you will leverage your expertise on an open-architecture shelf, including National Life Group (A+ AM Best) and a broad multi-carrier marketplace, with support for Advanced Markets and Premium Finance for HNW cases, and ESI Illuminations (FMAX/Fidelity) for advisory services. The hiring process is selective, with decisions typically made within 14–21 days after legal review of any contractual obligations. The end-to-end process from contract to first production usually takes 30–45 days, accounting for Form U5 release and background checks. Join WealthBridge Financial Group to be part of a passionate team dedicated to exceptional service in Arizona. This is an opportunity for driven individuals to own 100% of their clients on an industry-leading compensation structure.
Requirements
- Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies
- Active Arizona Life & Health insurance license
- SIE plus Series 6/7 and 63/66 registrations preferred
- 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 Arizona, 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
Responsibilities
- Move established book to an independent platform with 100% portability
- Engage clients with tailored strategies that align with their goals
- Add a team-override compensation layer based on First-Year Commissions (FYC)
- Leverage expertise on an open-architecture shelf with National Life Group and a broad multi-carrier marketplace
- Utilize Advanced Markets and Premium Finance for HNW cases
- Utilize ESI Illuminations (FMAX/Fidelity) for advisory services
Benefits
- Access to the National Life Group agency-provided benefits package — medical, dental, and vision coverage
- 401(k) retirement plan and pension contributions
- Life insurance coverage
- Continuing-license sponsorship
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
