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Advisor Transition Partner: Book Acquisition & Continuity
Job in
Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listed on 2026-07-27
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Wealth Bridge Financial Group is seeking advisors looking to retire, reduce their practice, or transition to a reduced-role capacity within the next 12–60 months. The firm offers confidential book valuations and flexible deal structures, including outright acquisition, earn-out, gradual transition, or reduced-role continuations.
Advisors maintain client continuity under Wealth Bridge’s planning framework. The program supports compliance, regulatory filings, and smooth transitions, with ongoing
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