Experienced Financial Advisor - Confidential Move; Tucson & Southern AZ

Wealth Bridge Financial Group is seeking results-oriented, experienced financial professionals in Southern Arizona 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 Southern Arizona's distinct markets — the Catalina Foothills–Oro Valley–Marana corridor, the Green Valley/Sahuarita retiree community, the Lake Havasu–Kingman seasonal-resident and small-business market, and the Santa Cruz County border market, where Spanish fluency is a strong advantage. 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.
Join Wealth Bridge Financial Group and be part of a passionate team anchoring Southern Arizona. If you are driven by results and ready to own 100% of your clients on an industry-leading compensation structure, we would love to hear from you.
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 Tucson or Southern Arizona (Foothills/Oro Valley/Marana, Green Valley/Sahuarita, Havasu/Kingman, or the border market)
• 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…