Financial Advisor – Washington (Career Changer

Alternate titles:
Financial Advisor Trainee Seattle

• Insurance Agent Career Washington
• Wealth Management Career Bellevue

Location:

Seattle, WA

• Bellevue, WA
• Tacoma, WA
• Spokane, WA
• Vancouver, WA
• Everett, WA
• Kent, WA
• Renton, WA
• Olympia, WA
• Bellingham, WA

Employment Type:

Independent Contractor (1099) — Broker-Affiliated (Per National Life Group’s career agency model: “As a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are responsible for your paycheck and job security.” Compensation is entirely commission-based with no employer-provided benefits. 1099 independent contractors are responsible for 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 — a business‑to‑business affiliation, not an employment relationship.) 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:
To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties:
Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning . We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome.

The Opportunity:

We’re hiring driven Washington career changers into financial services with structured training and a compensation framework that rewards production from day one. No prior financial experience required. This is an early‑cohort opportunity — independent contractors who engage now will anchor our Washington client base. What you’ll do

• Develop financial plans across the 7 planning areas for Washington families, tech professionals, business owners, and retirees.
• Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans
• Serve the Eastside tech corridor, the Tacoma/South Sound working‑family market, Spokane’s Inland Northwest, and the SW Washington / Vancouver metro.
• Build a book of business — owned by you, with no binding non‑solicitation

Activity framework:
Wealth Bridge’s New Associate Program follows a structured daily activity framework: consistent prospecting, client meetings, applications, and follow‑ups, with weekly accountability through the program team. Activity volume is paired with quality measures — persistency, client retention, and suitability review — so that quantity without quality does not advance producers through the compensation structure. Specific production expectations are reviewed during Discovery and formalized hington licensing — updated July 2023:
Washington no longer requires a pre‑licensing education course to sit for the insurance exam (PLE was eliminated effective July 23, 2023). You can register directly with PSI at  Important terminology note:
In Washington, health insurance is regulated as disability insurance, so the license is titled “Life & Disability” rather than “Life & Health.” It covers the same product scope as the Life & Health license in other states. Process:
Register with PSI → self‑study (20 hours recommended by WA OIC) → fingerprinting through IdentoGO/Washington State Patrol → submit license application via NIPR. Typical licensing timeline: 2‑4 weeks. We guide you through every step. Continuing education: 24 CE hours every 2‑year renewal period (3 hours must be ethics). Wealth Bridge tracks your CE and provides carrier‑approved courses. Compensation (per RCW 49.58.110 pay…