Experienced Financial Advisor - Independent Platform (New Mexico)

WealthBridge Financial Group
Rio Rancho, NM
Category Consulting
Job Description
Experienced Financial Advisor - Independent Platform. WealthBridge Financial Group is a wealth management firm seeking experienced financial advisors to join their platform. The opportunity offers industry-leading compensation, 100% book portability, and a flexible schedule with strong work-life balance.

Requirements

  • Active New Mexico Life & Health insurance license.
  • Series 6/7 + 63/66 preferred.
  • 3+ years of financial services or insurance experience, or equivalent production track record.
  • Established NM client base and production history.
  • Entrepreneurial mindset.
  • No binding non-solicitation, or clear timeline for expiration.
  • Bilingual Spanish/English strongly preferred.
  • Ready to decide within 14–21 days after legal review.

Benefits

  • 100% book portability
  • Industry-leading, production-tiered compensation structure
  • Flexible schedule with strong work-life balance
  • Training allowance and performance-based incentives
  • Sponsorship for required licenses and continuous training
  • 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)
  • Clear Associate → Senior Associate → Managing Director career path
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