Experienced Financial Advisor - Confidential Move Conversation (Southern AZ)

Job Description

Job Description

Alternate titles:

Senior Financial Advisor Tucson · Wealth Advisor Southern Arizona · Financial Planner Tucson

Location:

Tucson, AZ · Oro Valley, AZ · Marana, AZ · Catalina Foothills, AZ · Green Valley, AZ · Sahuarita, AZ · Lake Havasu City, AZ · Kingman, AZ

Employment Type:

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. WealthBridge 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.)

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:

A confidential conversation for experienced financial professionals in Southern Arizona. Transition conversations are personally managed by the regional Managing Director. If you've built a book at Northwestern Mutual, Edward Jones, New York Life, an NLG-affiliated captive, or a regional broker-dealer, and you're ready to own 100% of your clients on an industry-leading compensation structure — this is the conversation.
We respect any contractual obligations you have to your current firm. We are selective. Decisions within 14 21 days after completion of your legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release from your prior firm and background-check processing.

Preferred market presence:

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).
• NLG (A+), and multi-carrier open architecture.
• Transition bonus negotiated case-by-case.
• Advanced Markets, Premium Finance, Planning & Design.
• Direct working relationship with the regional Managing Director.
• Multi-state reciprocity — your AZ license extends by non-resident reciprocity to neighboring states, relevant for snowbird clients and Sonora, Mexico border-adjacent planning needs.

Representative scenarios for discussion during Discovery:

• Solo producer: compensation positioned at the industry-leading payout tier based on your annual production.
• Producer with a developed team: personal compensation layered with FYC-based override income on team production.
• Producer building toward Managing Director: personal compensation, FYC-based team override, and the additional MD compensation layer.

Specific figures are reviewed with candidates based on individual book size, product mix, persistency, and contract terms.

Industry compensation reference:

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. Arizona state-level estimates are available at bls.gov/oes; Arizona earnings for this occupation typically fall near the national distribution. New advisors begin in the lower portion of the range during licensing and ramp (months 1–12) and scale 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 with the regional Managing Director's scheduling link.

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 a W-2 Statutory Employee of National Life Group opportunity (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 checked). Compensation is entirely commission-based with no guaranteed base salary. FICA is withheld from commission payments by National Life Group with the employer-matching share paid by NLG; income and business expenses are reported on Schedule C. WealthBridge Financial Group serves as the General Agency, and affiliated advisors have access to the WealthBridge agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). 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.

Requirements

• Active Arizona Life & Health insurance license.
• Series 6/7 + 63/66 preferred.
• 3+ years of financial services or insurance experience, or equivalent production track record .
• Southern Arizona client base or clear plan to serve the region.
• Entrepreneurial mindset.
• No binding non-solicitation, or clear timeline for expiration.
• Ready to decide within 14–21 days after legal review.

The 5-step evaluation : Discovery → Overview (NDA available for senior-producer conversations) → Senior leadership intro → Business plan → Decision and offer. 14–21 days. Fully confidential.

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.