
Financial Advisor - Career Changer / New to Industry (Tucson & Southern Arizona)
Quick overview
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.
Similar jobs
- MA

Senior Wealth Advisor (Orange County)New Auto Apply
Mercer Advisors · Irvine · Hybrid 🇺🇸
CFACompliancePortfolio Management+1FinanceSalary not listed15 hours ago - AF

Associate AdvisorNew Auto Apply
Allworth Financial · Dallas · Hybrid 🇺🇸
401kSalary not listed20 hours ago - SI

Vice President - Investment Advisors Auto Apply
Sands Investment Group · Baltimore · Hybrid 🇺🇸
CRMDue DiligenceFinancial Analysis+1FinanceSalary not listed2 months ago - SI

Capital Markets Advisor Auto Apply
Sands Investment Group · Fort Lauderdale · Hybrid 🇺🇸
UnderwritingWaterfallSalary not listed5 months ago - SI

Capital Markets Advisor Auto Apply
Sands Investment Group · Atlanta · Hybrid 🇺🇸
UnderwritingWaterfallSalary not listed5 months ago - OC

Virtual Banker - Onsite Auto Apply
OneAZ Credit Union · 2355 W Pinnacle Peak Rd · Hybrid 🇺🇸
OnboardingCall CenterCompliance+2Finance$21 - $26/hr3 days ago - PG

Retirement Plan Consultant & Advisor Auto Apply
Patriot Growth Insurance Services, LLC · Nebraska · Hybrid 🇺🇸
Talent AcquisitionMicrosoft OfficeCRM+7Salary not listed1 week ago - OC

Wealth Advisor Auto Apply
OneAZ Credit Union · 16600 N Scottsdale Rd · Hybrid 🇺🇸
CRMComplianceFinancial AnalysisFinanceSalary not listed2 weeks ago - OC

Personal Banker I Auto Apply
OneAZ Credit Union · 280 W Main St. Safford · Hybrid 🇺🇸
ComplianceOutreachUnderwritingFinanceSalary not listed3 weeks ago - LT
Vice President - Financial Planning & Analysis Auto Apply
LTS · United States - Remote · Remote 🇺🇸
BudgetingCPAERP+6FinanceSalary not listed4 weeks ago - FW

Private Banker INew Auto Apply
First Western · Aspen · Hybrid 🇺🇸
OnboardingMicrosoft OfficeCompliance+1FinanceSalary not listed2 days ago - FW

Private Banker I Auto Apply
First Western · Jackson · Hybrid 🇺🇸
OnboardingMicrosoft OfficeCompliance+1FinanceSalary not listed4 days ago