More jobs:
Advisor Book Acquisition & Transition Partner
Job in
Green Valley, Pima County, Arizona, 85614, USA
Listed on 2026-06-20
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
Wealth Bridge Financial Group is seeking financial advisors ready to retire or reduce their practice with a clear plan for client continuity. Offering flexible structures for book acquisition or continuation partnerships, Wealth Bridge ensures clients are served seamlessly during transitions.
Ideal candidates are experienced advisors aged 55-75 with established books looking for ways to protect client relationships and maintain service standards. Interested individuals should have a strong compliance record and a realistic exit timeline of 12-60 months.
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