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Experienced Financial Advisor - Independent Platform (New Mexico)
WealthBridge Financial Group
Rio Rancho, NM
Category
Consulting
Apply for Job
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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