Job Description

Alternate titles:

Financial Advisor Trainee Tucson · Insurance Agent Career Southern Arizona · Wealth Management Career Change Tucson

Location:

Tucson, AZ · Oro Valley, AZ · Marana, AZ · Catalina Foothills, AZ · Vail, AZ · Green Valley, AZ · Sahuarita, AZ · Nogales, AZ · Rio Rico, AZ · Lake Havasu City, AZ · Kingman, AZ · Bullhead City, AZ · Fort Mohave, AZ

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 are hiring driven career changers in Tucson, Oro Valley, Marana, Green Valley, Sahuarita, Nogales, Lake Havasu City, Kingman, and Bullhead City. Candidates work directly with the regional Managing Director. No prior financial services experience required. This is a rare chance to join a growing regional practice during its build phase. The advisors who join now will anchor the communities we serve for the next decade.

What you'll do:

• Develop comprehensive financial plans across the 7 planning areas: protection, savings, tax strategy, retirement income, debt management, estate planning, and education funding.
• Serve Southern Arizona's diverse client base — Tucson's university, tech, healthcare, and defense economy; Pima County's retiree market in Oro Valley, Green Valley, and Sahuarita; Lake Havasu's seasonal-resident and small-business market; the Santa Cruz County border market around Nogales and Rio Rico.
• Build a personal book of business — owned by you from day one, with no binding non-solicitation.
• Participate in the New Associate Program's weekly coaching sessions and structured daily activity framework.

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.

Arizona licensing is fast:

Arizona does not require a pre-licensing course. Register directly with PSI (psiexams.com), study 1–2 weeks, test, and be licensed in under 30 days typical. We guide you through every step.

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:

https://calendly.com/mwpenn94

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, (212) 986-0400. 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

• Southern Arizona residency (Pima, Mohave, Santa Cruz, or adjacent county).
• Strong desire to build a financial services career.
• Excellent communication and interpersonal skills.
• Ability to obtain Arizona Life & Health insurance license.
• Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months.
• Successful background check and fingerprinting.
• Spanish fluency is a material advantage for the Santa Cruz County border market (Nogales, Rio Rico, Tubac) but is not required.
• Prior financial experience welcome but not required.

Benefits

WealthBridge platform support for 1099 broker-affiliated 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.
• Direct mentorship from the regional Managing Director. The Managing Director personally engages with the 4-week field training and the first 90 days of onboarding for every new associate in the region.
• 100% book portability from day one.
• NLG (A+), plus multi-carrier shelf for product fit. Premium Finance, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design.
• Team override on First-Year Commissions (FYC) as you develop junior advisors.
• Clear Associate → Senior Associate → Managing Director path.