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Advisor Succession Partner: Sell Book & Transition
Job in
Albuquerque, Bernalillo County, New Mexico, 87101, USA
Listed on 2026-07-29
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Bridge Financial Group seeks experienced retirement transition partners to discuss selling or transitioning a client book and potentially continuing in a reduced role under a structured arrangement.
Advisors with an established book, clean compliance history, and strong client relationships are encouraged to engage. Nationwide reach, with preferred in-market continuity options and a confidential, compliant transition process.
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