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Financial Advisor Succession & Transition Partner
Job in
Seattle, King County, Washington, 98127, 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 a long-established wealth management firm exploring retirement transition options for advisors seeking to sell or continue on a reduced basis. The program emphasizes confidential valuations, flexible deal structures, and a smooth client handoff, with regulatory considerations and NDA protections in place.
The model supports advisers aged 55–75 seeking exit timing from 12 to 60 months, with options including outright sale, earn-out, or reduced-role continuation
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