Succession- Financial Advisor: Inherit Book
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Rogue Search is seeking an experienced Financial Advisor to step into a structured succession opportunity tied to an April 2027 retirement. The role involves inheriting and managing a substantial existing book of business through a multi-year transition with a partnership-style structure.
The position offers flexible office location options across Northern Kentucky and Cincinnati, with onboarding support and a focus on client-centric transitions that ensure continuity and long-term upside.
The Succession-Ready Financial Advisor:
Inherit $100M Book role at Vizi Recruiter,LLC. is now open for applications in Bowling Green, KY, United States.
We are seeking a motivated Succession-Ready Financial Advisor:
Inherit $100M Book to join Vizi Recruiter,LLC. in Bowling Green, KY, United States.
Consider building your career as a Succession-Ready Financial Advisor:
Inherit $100M Book at Vizi Recruiter,LLC.
The Succession-Ready Financial Advisor:
Inherit $100M Book position in the Finance, Sales field is open for applications.
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