Experienced Financial Advisor - Independent Platform; Washington

Alternate titles

Senior Financial Advisor New Mexico
· Wealth Advisor Albuquerque Santa Fe
· Financial Planner NM

Albuquerque, NM
· Santa Fe, NM
· Las Cruces, NM
· Los Alamos, NM
· Rio Rancho, NM

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best).

NLG issues the Form W-2 and checks Box 13. Social Security and Medicare (FICA) taxes are withheld from commission payments, with the employer matching share paid by NLG. Federal income tax is typically not withheld (paid via quarterly estimated tax). Income and business expenses are reported on IRS Schedule C — advisors retain the ability to deduct ordinary and necessary business expenses directly against commission income.

Wealth Bridge Financial Group is the General Agency under which advisors are affiliated, providing infrastructure, training, override compensation, and access to the agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Compensation is entirely commission-based with no guaranteed base salary; advisors retain 100% ownership of their book of business.)

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.

Washington's independent financial-services channel is dominated by RIAs and a handful of large captive broker-dealers. There's a material gap for independent producers who want NLG (A+) product access combined with industry-leading compensation and a team override on First-Year Commissions. If you're producing in the Seattle metro, Bellevue's tech corridor, Tacoma, or Spokane and ready for a confidential conversation, we want to talk.

We respect any contractual obligations you have to your current firm. We are selective. Decisions within 14–21 days after legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release, WA State Patrol fingerprinting, and background-check processing.

Established relationships in the Catalina Foothills, Oro Valley, and Marana corridor; the Green Valley/ Sahuarita retiree market; the Lake Havasu/Kingman seasonal resident and small-business market; or the Santa Cruz County border market. Spanish fluency is a strong advantage for Nogales/Rio Rico.

• Industry-leading, production-tiered compensation.
• 100% book portability.
• Team override on First-Year Commissions (FYC).
• Open product marketplace — NLG (A+) as primary carrier plus multi-carrier shelf for product fit.
• Transition bonus negotiated case-by-case.
• Advanced Markets and Premium Finance for HNW cases, especially relevant to Eastside tech equity compensation planning and Seattle real-estate legacy planning.
• Early-cohort positioning in Wealth Bridge's Washington region.
• Multi-state reciprocity — your WA Life & Disability license extends by non-resident reciprocity to OR, , and other states.

Washington's Non-Compete Act (RCW 49.62, significantly amended in 2020 and 2023) places the strictest limits in the nation on employer enforcement of non‑compete agreements. Non‑competences are unenforceable against employees or independent contractors earning below…