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Retirement Transition Partner Financial Advisors

Job in Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listing for: WealthBridge Financial Group
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Retirement Transition Partner for Financial Advisors

Wealth Bridge Financial Group is inviting financial advisors to discuss flexible book acquisition or partnership opportunities. Advisors nearing retirement or reducing their practice, seeking continuity for their clients, are encouraged to explore our unique approaches.

We provide options from outright acquisitions to reduced-role continuations, backed by over 175 years of industry experience. Advisors can expect client continuity and a confidential valuation of their business.

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