Experienced Financial Advisor - Confidential Move; Mohave
Listed on 2026-09-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Wealth Bridge Financial Group is seeking results-oriented, experienced financial professionals in Mohave County for a confidential conversation, personally managed by the regional Managing Director. In this position, you will move your established book to an independent platform with 100% portability, provide your clients tailored strategies aligned with their goals, and add a team-override compensation layer on First-Year Commissions (FYC). If you’ve built a book at Northwestern Mutual, Edward Jones, New York Life, an NLG-affiliated captive, or a regional broker-dealer, this is the conversation.
As an Experienced Financial Advisor at Wealth Bridge, you will leverage your expertise across Mohave County’s distinct markets - Fort Mohave, Bullhead City, Kingman, Lake Havasu City, Parker, and Wickenburg - serving seasonal residents, retirees, business owners, and multigenerational families. You’ll work on an open-architecture shelf backed by Advanced Markets, Premium Finance, and ESI Illuminations (FMAX/Fidelity). We are selective and respect any contractual obligations: decisions within 14-21 days after your legal review;
contract-to-first-production typically 30-45 days.
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 pensation 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 Wealth Bridge Financial Group:
Wealth Bridge 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; 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 Mohave County or western Arizona (Fort Mohave, Bullhead City, Kingman, Lake Havasu City, Parker, or Wickenburg)
- 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
- 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…
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