Advisor Book Acquisition & Transition Partner
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-06-20
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Wealth Bridge Financial Group is looking for financial advisors planning to retire or transition to a reduced-role capacity within the next 12-60 months. The firm specializes in providing flexible deal structures for book acquisitions or earn-outs, ensuring continuity for clients served by experienced advisors.
Candidates should have an established book of business, good compliance history, and a desire for client relationship protection. Wealth Bridge supports the transition process, offering a confidential valuation and legacy protection measures.
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