Experienced Financial Advisor, Independent Platform (Northern Arizona)

Job overview

The Experienced Financial Advisor, Independent Platform (Northern Arizona) role is listed in Yuma, AZ; the posting describes the opportunity as serving clients in Northern Arizona but does not specify a remote arrangement. Compensation is commission-based with no base salary; specific figures are reviewed during discovery and are not specified. WealthBridge Financial Group’s stated mission is to serve communities and families and help clients navigate financial complexities. The advisor brings an established client book to an independent platform and develops tailored strategies aligned with client goals. The role offers a portable book, access to a multi-carrier and advisory platform, and production-tiered commissions, supporting client service and the advisor’s independent practice.

What you'll do

• Move an established book to the independent platform
• engage clients with tailored strategies aligned with their goals
• use the open-architecture product shelf and advisory platform
• develop client relationships and production
• comply with contractual obligations and applicable registration and background-check processes.

What we're looking for

Skills & competencies

full-time

experienced financial advisor

northern arizona

yuma az

wealthbridge financial group

commission-based

no base salary

100% book ownership

portable book

arizona life & health license

financial services

client relationships

production-tiered commission

medical dental vision

Work arrangement

• Weekend coverage required

Benefits & perks

• Access to National Life Group agency benefits, including medical, dental, and vision
• 401(k) and pension contributions
• life insurance
• continuing-license sponsorship
• training, mentorship, and advanced designation pathways
• production-tiered commissions, book ownership and portability, and case-by-case transition support.

Why this role

Requires an active Arizona Life & Health insurance license and 3+ years of financial consulting, financial services, or insurance experience, or an equivalent production record. Established Northern Arizona client relationships and a book ready to travel are required. Bachelor’s degree in finance, accounting, or a related field preferred; SIE and Series 6/7 and 63/66 registrations preferred. Commission-based W-2 role with 100% book ownership and portability; transition bonus negotiated case by case.

About the employer

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