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Financial Advisor Succession Partner - Flexible Transition
Job in
Buckeye, Maricopa County, Arizona, 85326, USA
Listed on 2026-08-05
Listing for:
WealthBridge Financial Group
Part Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Investment Banking, Portfolio & Asset Management
Job Description & How to Apply Below
Wealth Bridge Financial Group is evaluating retirement transitions and reduced-role continuations for financial advisors with established books. The aim is to maximize client continuity, with flexible deal structures including acquisitions, earn-outs, or gradual transitions.
Advisors may continue on a reduced role under a compliant framework. Wealth Bridge offers confidential valuations, transition support, and engagement with a seasoned team to ensure smooth client relationships and regulatory
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