Financial Advisor - Career Changer / New to Industry

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," specializing in premium financing, digital marketing, CPA alliances, and advanced planning. Backed by National Life Group (A+ AM Best) and offering securities services through Equity Services, Inc. (FINRA/SIPC), we are currently expanding our footprint across Arizona.

The Opportunity

We are seeking driven career changers to join our growing regional practice during its build phase. This is a rare chance to anchor the communities we serve for the next decade. Working directly with the regional Managing Director, you will develop comprehensive financial plans across protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding. You will serve Southern Arizona's diverse client base, from Tucson's university and tech sectors to the retiree markets in Oro Valley and Green Valley, and the seasonal-resident markets in Lake Havasu.

As a partner in this venture, you will build a personal book of business owned by you from day one, with no binding non-solicitation agreements. The role is designed for those with a strong desire to build a financial services career, regardless of prior experience in the industry.

The Day-to-Day

Our New Associate Program provides a structured daily activity framework focused on consistent prospecting, client meetings, applications, and follow-ups. Weekly coaching sessions and accountability checks ensure that activity volume is paired with quality measures such as persistency, client retention, and suitability reviews. This balance ensures that producers advance through the compensation structure based on sustainable growth rather than just quantity.

We guide you through every step of the process, including Arizona licensing, which can typically be completed in under 30 days. You will receive direct mentorship from the regional Managing Director, who personally engages in your 4-week field training and the first 90 days of onboarding.

Hiring Process

To apply, schedule a conversation via our direct link or submit your application through this post. Every application receives a response within 5 business days. Candidates must be willing to pass a background check and fingerprinting as required by state insurance regulators and FINRA.

Culture & Commitment

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. We value people, impact, and outcomes.

Note: 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.