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Home Flexible Job Board Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)

$80,000–115,000/yr 22d ago

Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)

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WealthBridge Financial Group

Tucson, AZ, US

Contractor Hybrid

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Summary

You will engage with families and business owners to understand their financial objectives and provide tailored strategies across seven planning areas. Additionally, you will implement financial products such as life insurance, annuities, and retirement plans while building and managing your own client book.

Job Description

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.

Compensation and classification: This is a commission-based, uncapped 1099 independent-contractor opportunity — you own your business on WealthBridge's platform, with no base salary or employer-provided benefits. WealthBridge's firm-wide good-faith earnings estimate for first-year new associates is $80,000 to $115,000 per year — an earnings estimate for commission production, not a salary; new advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale as activity, persistency, and book development compound. Industry reference: BLS OEWS May 2024, SOC 13-2052 (Personal Financial Advisors, including commissions and bonuses) — 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.

- Bachelor's degree in finance, accounting, or a related field is preferred; equivalent professional experience is welcome — no prior financial-services experience required
- 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 (typical timing is under 30 days, depending on exam pass rate and background-check processing)
- Willingness to pursue SIE, Series 6 or 7, and Series 63/66 securities registrations within your first 12 months; existing licenses or financial-planning certifications are a plus
- Successful background check and fingerprinting as required by state insurance regulators and FINRA

- Uncapped, production-tiered commission compensation — brackets advance at graduated production milestones, and you own your income from day one
- Full training system and ongoing career growth support — pre-licensing guidance, a 4-week joint-field training program with leadership, and advanced designation support (CLU, ChFC, CFP, RICP)
- 100% book ownership and portability from day one — your clients, your equity, your exit
- 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
- Team override income on First-Year Commissions (FYC) as you develop junior advisors, with a defined Associate → Senior Associate → Managing Director path

This is an independent contractor (1099) opportunity. Compensation is entirely commission-based with no guaranteed base salary or employer-provided benefits. Actual earnings depend on production, persistency, market conditions, and contract terms; any compensation references are illustrative and not guarantees of future earnings.

WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA; securities registration requires Form U4 disclosure of prior regulatory, criminal, and financial history.

Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc.

About the company

WealthBridge Financial Group

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.

Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey

Explore what it means to build lasting wealth with the right team by your side!

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3

Company size

51-200 employees

Industry

Financial Services

Org type

Privately Held

Headquarters

New York, New York

Apply Now

About the company

WealthBridge Financial Group

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.

Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey

Explore what it means to build lasting wealth with the right team by your side!

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3

Company size

51-200 employees

Industry

Financial Services

Org type

Privately Held

Headquarters

New York, New York

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