More jobs:
Advisor Book Acquisition & Transition Partner
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-07-11
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Bridge Financial Group is looking for financial advisors planning to retire or reduce their practice over the next 12-60 months. The role involves transitioning a book of business while ensuring client continuity through flexible engagement structures, including various partnership options.
Wealth Bridge offers comprehensive support, including client retention, confidential valuations, and options for reduced-role continuation. Candidates should have an established client base and a desire for a clear succession pathway.
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