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Experienced Financial Advisor – Southern Arizona

WealthBridge Financial Group · Tucson, AZ · Wealth management; Southern Arizona team

Employment type

Full-time

Work setting

On-site

Location

Tucson, AZ

Schedule

Day shift

Posted

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Job overview

The Experienced Financial Advisor – Southern Arizona role is onsite in Tucson, AZ. Compensation is commission-based and uncapped, with production-tiered commissions; specific figures are not specified. WealthBridge Financial Group describes its mission as helping families and communities navigate financial complexities with confidence and clarity. The advisor brings an established client book to an independent platform, develops tailored strategies aligned with client goals, and builds client relationships across Southern Arizona. The role also offers a team-override compensation layer on First-Year Commissions and access to advanced planning and advisory resources.

What you'll do

  • Move an established client book to the independent platform
  • provide tailored strategies aligned with clients’ goals
  • develop and serve client relationships across Southern Arizona
  • use the open-architecture platform and available Advanced Markets, Premium Finance, and advisory resources.

What we're looking for

Skills & competencies
experienced financial advisor
financial services
wealth management
client relationships
financial planning
commission-based
book portability
tucson az
southern arizona
wealthbridge financial group
arizona life and health license
401(k)
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, and vision coverage
  • 401(k) and pension contributions
  • life insurance
  • continuing-license sponsorship
  • training and mentorship
  • advanced designation pathways
  • transition support.

Why this role

Requires an active Arizona Life & Health insurance license and established client relationships in Tucson or Southern Arizona. Three or more years of relevant experience or an equivalent production track record is required; securities registrations are preferred.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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