W

WealthBridge Financial Group

Plans wealth and insurance strategies for families

Financial Advisor - Confidential Move

Full-Time
No salary listed
Mid
Bachelor's
Fort Mohave, AZ, USA
HybridHybrid work arrangement in Fort Mohave.
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • An active Arizona Life and Health insurance license is required.
  • At least 3 years of experience in financial consulting, financial services, or insurance, or an equivalent production track record demonstrating established client relationships, is required.
  • Established client relationships in Mohave County or western Arizona are required.
  • A clean or discussable U4/U5 compliance history and no binding non-solicitation restriction, or a clear expiration timeline, are required.
  • Candidates must be ready to decide within 14–21 days after completing legal review of restrictions with counsel.
  • Candidates must pass a background check and fingerprinting as required by state insurance regulators and the Financial Industry Regulatory Authority.
  • Securities registration requires Form U4 disclosure of prior regulatory, criminal, and financial history.
Responsibilities
  • Move an established book of business to an independent platform with 100% portability.
  • Provide clients with tailored financial strategies aligned with their goals.
  • Serve seasonal residents, retirees, business owners, and multigenerational families across Mohave County's markets.
  • Use an open-architecture product shelf supported by Advanced Markets, Premium Finance, and ESI Illuminations (FMAX/Fidelity).
  • Build and retain ownership of a client book while participating in a team-override compensation structure on First-Year Commissions.
Desired Qualifications
  • A bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies.
  • SIE plus Series 6 or 7 and Series 63 or 66 registrations are preferred.
  • Strong analytical, communication, and relationship-management skills are preferred.
  • Access to National Life Group's agency-provided benefits package, including medical, dental, and vision coverage.
  • Continuing-license sponsorship, career growth opportunities, ongoing training, advanced designation pathways (CLU, ChFC, CFP, and RICP), and direct mentorship.
  • Production-tiered commission compensation with 100% book ownership and portability.
  • Transition support, including a case-by-case bonus, Advanced Markets and Premium Finance for high-net-worth cases, and the ESI Illuminations (FMAX/Fidelity) advisory platform.

About the company

W

WealthBridge Financial Group

View

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions, while addressing how they protect and transfer wealth. Advisors tailor financial and business strategies to each client's goals, time horizon and risk tolerance, combining portfolio management with estate and broader financial planning across major life and business decisions. Securities and investment advisory services are offered through Equity Services, Inc., which WealthBridge identifies as an independent entity. The exact company profile identifies New York City as headquarters, and the official contact page gives 675 Third Avenue, Suite 900 as its address.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York, NY

Founded

N/A

Get referred to WealthBridge Financial Group

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • The careers page details case-design research, advanced analytics, digital marketing materials and practical compliance guidance for advisors.
  • Its public team directory lists dedicated recruiting, training/onboarding, compliance, brokerage and new-business staff, beyond advisor roles.
  • WealthBridge's Melville role includes ongoing advanced training, a career-growth benefit listed in September 2026.

What critics are saying

  • WealthBridge's September 2026 Arizona role has advisors build their own book from day one, making client development central.
  • The September 2026 Financial Professional posting in Melville lists benefits but omits pay terms, limiting applicant compensation comparisons.
  • WealthBridge is privately held; MetLife's July 2026 release announced its Q2 earnings date, giving candidates a visible reporting cadence.

What makes WealthBridge Financial Group unique

  • WealthBridge's Advanced Planning page publishes nine strategies, including buy-sell agreements, executive benefits and split-dollar arrangements.
  • WealthBridge's brokerage targets RIAs, CPAs, planners and wealth managers with life, annuity, disability and long-term-care products.
  • Integrated Partners also supports CPAs and marketing; WealthBridge's pillars explicitly pair those services with premium financing.

Help us improve and share your feedback! Did you find this helpful?