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Advisor Book Acquisition & Transition Partner
Job in
Oro Valley, Pima County, Arizona, 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 Services
Job Description & How to Apply Below
Wealth Bridge Financial Group is seeking financial advisors in Arizona who are nearing retirement or considering a reduced-role capacity. This role emphasizes continuity in client servicing, ensuring advisors' clients experience seamless transitions.
Wealth Bridge offers flexible engagement structures including book acquisition, earn-out options, and continued client relationships. Candidates should have an established book, good compliance history, and be ready for a conversation about their exit timeline.
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