Financial Advisor - Veteran Transition Program (Arizona & New Mexico) at WealthBridge Financial Group

Tucson, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

115000.0

Posted On

05 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Service, Leadership, Communication, Wealth Management, Insurance Licensing, Investment Advisory, Business Development

Industry

Financial Services

Description

Alternate titles: Military-to-Civilian Financial Advisor · Veteran Financial Services Career · Military Spouse Financial Advisor Location: Tucson, AZ · Sierra Vista, AZ · Phoenix, AZ · Yuma, AZ · Albuquerque, NM · Alamogordo, NM · Las Cruces, NM · Clovis, NM 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: WealthBridge serves communities near Davis-Monthan AFB (Tucson), Fort Huachuca (Sierra Vista), Luke AFB (Phoenix), MCAS Yuma, Holloman AFB (Alamogordo), White Sands (Las Cruces), Kirtland AFB (Albuquerque), and Cannon AFB (Clovis). Your military training — leadership under pressure, mission execution, discipline, client service orientation — translates directly into this profession. We've seen former operators, pilots, engineers, logisticians, corpsmen/medics, and signal officers succeed as financial advisors. The traits that make good officers and NCOs are the same traits that make good advisors. Military spouses: this is also a portable career — your book moves with you if your family relocates, and state-to-state licensing reciprocity makes geographic transitions straightforward. What you'll do: Full transition pathway — pre-licensing guidance, 4-week joint-field training, comprehensive mentorship. Licensing support — Arizona (no pre-licensing required), New Mexico (40-hour course), and any additional state(s) you want to serve. Compensation — industry-leading, production-tiered compensation; commission-based; book portability from day one; team override on First-Year Commissions (FYC) as you grow. VA-relevant markets — veteran community, military spouses, federal civilian retirees, DoD contractors: all high-value client segments where trust and shared background matter. 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 Honorable discharge, active transition (TAP/SkillBridge with command approval), current Guard/Reserve status, or military spouse of an active-duty service member. Strong interpersonal and communication skills. Commitment to learning and professional development. Ability to obtain Life & Health insurance license in your state of residence. Willingness to pursue SIE + Series 6 or 7 + Series 63/66 within 12 months. Prior financial experience not required. 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 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.

Responsibilities

Provide financial advisory services to veterans, military spouses, and federal retirees. Manage a portable book of business while utilizing firm infrastructure for wealth management and advanced planning.