Financial Advisor - Washington (Career Changer)

Alternate Titles Financial Advisor Trainee Seattle · Insurance Agent Career Washington · Wealth Management Career Bellevue Locations 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 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). 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 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: 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top‑coded at $239,200 or higher; mean $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. WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099): $80,000 to $115,000 yearly for first-year new associates. How to Apply Apply through this post or schedule a 1‑hour conversation. Direct scheduling link: Every application receives a response within 5 business days. Qualifications 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. 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. Equal Opportunity Statement 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. Background Check 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. Securities and Advisory Services 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 click.appcast.io. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc. #J-18808-Ljbffr Wealthbridge-Financial-Group