Advisor Book Acquisition & Transition Partner
Job in
Albuquerque, Bernalillo County, New Mexico, 87101, USA
Listed on 2026-06-21
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Sales
Job Description & How to Apply Below
Wealth Bridge Financial Group, a leading wealth management firm in Albuquerque, seeks seasoned Financial Advisors for a unique book acquisition or continuation partnership. Positioned for advisors approaching retirement or reducing their roles, Wealth Bridge offers flexible engagement structures that ensure client continuity and protect long-standing relationships.
The firm values client relationships, providing confidential valuations and opportunities for alignment through various deal structures including outright acquisitions and gradual transitions. With over 175 years of industry expertise, Wealth Bridge champions a supportive environment for transitioning financial advisors.
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