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Advisor Succession Partner: Buy, Transition & Grow Your Book
Job in
Roswell, Chaves County, New Mexico, 88202, USA
Listed on 2026-08-22
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Bridge Financial Group is seeking financial advisors planning to retire, reduce their practice, or transition to a reduced-role capacity within the next 12-60 months. The goal is a confidential book acquisition or continuity partnership with flexible deal structures and client continuity.
Negotiation can include sale, earn-out, gradual transition, or reduced-role continuation. Valuation is performed confidentially, with consideration for product mix, persistency, and regulatory
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