Financial Advisor - Career Changer/Industry; Mexico
Listed on 2026-05-16
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Finance & Banking
Financial Analyst, Financial Consultant, Financial Advisor
Employment Type
Independent Contractor (1099) — Broker‑Affiliated. You will own your own business and be responsible for your paycheck and job security. Compensation is entirely commission-based with no employer‑provided benefits. Independent contractors cover their own health insurance, retirement planning, and self‑employment taxes. Wealth Bridge provides infrastructure, training, mentorship, the carrier‑appointed platform, and sponsorship for required licensing.
Locations- Albuquerque, NM
- Rio Rancho, NM
- Santa Fe, NM
- Las Cruces, NM
- Los Alamos, NM
- Farmington, NM
- Roswell, NM
- Alamogordo, NM
- Gallup, NM
Wealth Bridge Financial Group is a wealth‑management firm with over 175 years of history, backed by National Life Group and offering securities and investment advisory services through Equity Services, Inc. Our mission is to do good in the communities we serve and we focus on premium financing, digital marketing, CPA alliances, and advanced planning.
The OpportunityMost financial professionals in New Mexico operate on captive platforms. This role offers an independent, open architecture model that is underrepresented in the state. Early‑mover advisors establish strong client bases and territorial footprints across New Mexico.
What You’ll Do- Develop financial plans across seven planning areas for New Mexico families, federal/national‑lab retirees, business owners, and professionals.
- Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans.
- Serve the Los Alamos national‑lab community, Santa Fe’s wealth corridor, Albuquerque’s small‑business and professional markets, and the growing Las Cruces/Southern New Mexico economy.
- Build a book of business that is owned by you, with no binding non‑solicitation.
- New Mexico residency or intent to relocate.
- Strong desire to build a financial services career.
- Excellent communication and interpersonal skills.
- Ability to complete the 40‑hour New Mexico Life & Health pre‑licensing course and pass the exam.
- Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
- Successful background check and fingerprinting.
- Spanish‑English bilingual candidates are strongly encouraged.
- Prior financial experience welcomed but not required.
This role is commission‑based with no guaranteed base salary. Earnings potential is illustrated in the range of $80,000 to $115,000 for first‑year associates, depending on activity, persistency, and book development. Compensation references are illustrative and not guarantees.
Benefits- Training allowance and performance‑based incentives.
- Sponsorship for required licenses and continuous training.
- Flexible schedule with strong work‑life balance.
- Industry‑leading, production‑tiered compensation structure with transparent tier progression.
- 4‑week intensive joint‑field training with leadership.
- 100% book portability from day one, access to NLG (A+) and a broad multi‑carrier product shelf.
- Team override on first‑year commissions as you develop junior advisors.
- Clear career path:
Associate → Senior Associate → Managing Director.
Wealth Bridge 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 federal, state, or local law.
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