Advisor Book Acquisition & Transition Partner
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-06-21
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Wealth Bridge Financial Group is recruiting financial advisors looking for a transition strategy as they plan to reduce their practice or retire. This role offers advisors the chance to sell their book of business and establish a flexible continuation partnership while ensuring their clients’ services remain uninterrupted.
Ideal candidates are typically aged 55-75 and possess an established client book. Wealth Bridge supports these advisors through various engagement types, focusing on client relationship continuity, transparent evaluations, and seamless transitions.
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