Experienced Financial Advisor - Independent Platform (New Mexico)

WealthBridge Financial Group
Los Alamos, NM
Category Banking
Job Description
WealthBridge Financial Group is seeking an experienced financial advisor to join their independent platform in New Mexico. The role offers industry-leading compensation, 100% book portability, and a flexible schedule with strong work-life balance. Preferred candidates have 3+ years of financial services or insurance experience, an established NM client base, and a production history.

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

Benefits

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