Financial Advisor - Washington (Career Changer)

Job Description

Job Description

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. WealthBridge provides infrastructure, training, mentorship, the carrier-appointed platform, and sponsorship for required licensing — a business-to-business affiliation, not an employment relationship.)

About WealthBridge Financial Group:

WealthBridge 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:

WealthBridge'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 at contracting.

Washington 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 psiexams.com.

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). WealthBridge tracks your CE and provides carrier-approved courses.

Compensation (per RCW 49.58.110 pay transparency):

Commission-based, uncapped. Independent contractor (1099) — no base salary or employer-provided benefits. Earnings depend on activity volume, production, persistency, market conditions, and contract terms.

Good-faith earnings estimate per RCW 49.58.110:
Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210. Washington state-level estimates are available from the Washington Employment Security Department OEWS report at esd.wa.gov; Washington tends to rank above the national median for this occupation given the state's high household incomes and concentration of high-net-worth clients. New advisors typically begin in the lower portion of the range during licensing and ramp (months 1–12), with earnings scaling as activity, persistency, and book development compound. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024.

WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099):

WealthBridge Financial Group's currently-live New York entry-level Workable posting discloses a good-faith range of $80,000 to $115,000 yearly for first-year new associates. This is the firm's pay-transparency disclosure for new associates; it represents an earnings estimate (not a salary) for commission-based 1099 broker affiliated production. New advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale up as activity, persistency, and book development compound. As 1099 independent contractors, new associates are responsible for their own health insurance, retirement savings, and self-employment taxes; WealthBridge provides the carrier platform, training, mentorship, and required-license sponsorship.

How to apply:

Apply through this post or schedule up to a 1-hour conversation.

Direct scheduling link:

Every application receives a response within 5 business days.

Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, View phone number on ziprecruiter.com. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc.

This is an independent contractor (1099) opportunity. Compensation is entirely commission-based with no guaranteed base salary or employer-provided benefits. Actual earnings depend on production, persistency, market conditions, and contract terms. Any compensation references are illustrative and not guarantees of future earnings.

WealthBridge 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.

All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history.

People. Impact. Outcome. · wealthbridgefg.com

Requirements

• Washington residency.
• Strong desire to build a financial services career.
• Excellent communication and interpersonal skills.
• Ability to obtain Washington Life & Disability insurance license.
• Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
• Successful background check and WA State Patrol fingerprinting.
• Prior financial experience welcome but not required.

Benefits

WealthBridge platform support for associates:

• 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 shelf for product fit.
• Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.
• Team override on First-Year Commissions (FYC) as you develop junior advisors.
• Clear Associate → Senior Associate → Managing Director career path.