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.

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. This is a commission-based W-2 position with National Life Group, with no base salary;
Wealth Bridge Financial Group serves as the General Agency. Withholding, benefits eligibility, and contract terms are confirmed  compensation references are illustrative and not guarantees of future earnings.

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
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