Experienced Financial Advisor - Independent Platform (New Mexico)

Alternate titles:

Senior Financial Advisor New Mexico · Wealth Advisor Albuquerque Santa Fe · Financial Planner NM

Location:

Albuquerque, NM · Santa Fe, NM · Las Cruces, NM · Los Alamos, NM · Rio Rancho, NM

Employment Type:

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). NLG issues the Form W-2 and checks Box 13. Social Security and Medicare (FICA) taxes are withheld from commission payments, with the employer matching share paid by NLG. Federal income tax is typically not withheld (paid via quarterly estimated tax). Income and business expenses are reported on IRS Schedule C — advisors retain the ability to deduct ordinary and necessary business expenses directly against commission income. WealthBridge Financial Group is the General Agency under which advisors are affiliated, providing infrastructure, training, override compensation, and access to the agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Compensation is entirely commission-based with no guaranteed base salary; advisors retain 100% ownership of their book of business.)

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:

If you've built a book at a captive NM firm and you're the only independent-minded producer in your office, this is the conversation. We're offering early-mover transition terms for qualified NM professionals willing to help build the region during its early stages. Los Alamos national-lab and federal-retiree markets and the Santa Fe wealth corridor are both underserved by the independent channel. We respect any contractual obligations you have to your current firm. We are selective. Decisions within 14 21 days after legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release and background-check processing.

Preferred market presence:

Established relationships in the Catalina Foothills, Oro Valley, and Marana corridor; the Green Valley/ Sahuarita retiree market; the Lake Havasu/Kingman seasonal resident and small-business market; or the Santa Cruz County border market. Spanish fluency is a strong advantage for Nogales/Rio Rico.

What you gain:

• Industry-leading, production-tiered compensation.
• 100% book portability.
• Team override on First-Year Commissions (FYC).
• Open product marketplace — NLG (A+) as primary carrier plus multi-carrier shelf for product fit.
• Transition bonus negotiated case-by-case.
• Advanced Markets and Premium Finance.
• Early-mover territorial positioning in a market where the independent channel is structurally underrepresented.
• Multi-state reciprocity — your NM resident license extends by non-resident reciprocity to TX, CO, AZ, and neighboring states, letting you serve the large NM-to-TX and NM-to-CO relocation patterns.

Representative scenarios for discussion during Discovery:

• Solo producer: compensation positioned at the industry-leading payout tier based on your annual production.
• Producer with a developed team: personal compensation layered with FYC-based override income on team production.
• Producer building toward Managing Director: personal compensation, FYC-based team override, and the additional MD compensation layer.

Specific figures are reviewed with candidates based on individual book size, product mix, persistency, and contract terms.

Industry compensation reference:

Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financ