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Advisor Book Acquisition & Transition Partner
Job in
Marana, Pima County, Arizona, 85653, USA
Listed on 2026-07-08
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Wealth Bridge Financial Group based in Arizona is focusing on financial advisors planning retirement or a transition. They offer flexible structures for book acquisition, ensuring client continuity and legacy protection.
The ideal candidates, aged 55-75, should have an established book and desire to maintain client relationships during their exit. Wealth Bridge emphasizes comprehensive, client-focused planning to ensure a seamless transition.
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