Financial Advisor - Career Changer / New to Industry (New Mexico)

Job Description

Job Description

Alternate titles:

Albuquerque, NM · Rio Rancho, NM · Santa Fe, NM · Las Cruces, NM · Los Alamos, NM · Farmington, NM · Roswell, NM · Alamogordo, NM · Gallup, NM

Location:

Financial Advisor Trainee Albuquerque · Insurance Agent Career New Mexico · Wealth Management Career Santa Fe · Asesor Financiero — Nuevo Méjico

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:

Most New Mexico financial professionals operate on captive platforms — the independent, open-architecture model is underrepresented here. Early-mover advisors establish the strongest client base and territorial footprint. We're hiring driven career changers across NM's three regions to help us build.

What you'll do:

• Develop financial plans across the 7 planning areas for NM families, federal/national-lab retirees, business owners, and professionals.
• Help clients implement life insurance, annuities, disability coverage, investment advisory accounts, and retirement plans.
• Serve the Los Alamos national-lab community, Santa Fe's wealth corridor, Albuquerque's small-business and professional market, and the growing Las Cruces/Southern NM economy.
• 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.

New Mexico licensing:
New Mexico currently requires a 40-hour pre-licensing course before you sit for the Life & Health exam. Online options available. Typical licensing timeline is 3–5 weeks from course start to licensed producer. We guide you through course selection, PSI exam scheduling, fingerprinting, and the NIPR application.

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.

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.

Requirements

• New Mexico residency or intent to relocate.
• Strong desire to build a financial services career.
• Excellent communication and interpersonal skills.
• Ability to complete the 40-hour NM Life & Health pre-licensing course and pass the exam.
• Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
• Successful background check and fingerprinting.
• Bilingual (Spanish/English) candidates are strongly encouraged to apply — New Mexico is a majority-Hispanic state and bilingual capacity is a material advantage. | Se agradecen las candidaturas de hispanohablantes bilingües. Nuevo México es un estado mayoritariamente hispano y la capacidad bilingüe es una ventaja significativa.
• 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.