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Retirement Transition Partner Financial Advisors
Job in
Green Valley, Pima County, Arizona, 85614, 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, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Wealth Bridge Financial Group is seeking experienced financial advisors in Arizona looking to transition to a reduced role or retire while ensuring client continuity. The firm offers flexible engagement types, including book acquisition and earn-out structures, allowing advisors to partially engage while clients receive uninterrupted service.
The ideal candidates are 55-75 years old with an established clientele and a desire to protect their relationships as they step back from active practice. Wealth Bridge provides a comprehensive service model supported by National Life Group.
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