Career-Transition Partnership - For Advisors Approaching Reduced Production

WealthBridge Financial Group
Flagstaff, AZ
Category Accounting
Job Description
WealthBridge Financial Group is seeking financial advisors who are planning to retire, reduce their practice, or transition to a reduced-role capacity. They offer book acquisition or earn-out structures, client continuity, confidential valuation, legacy protection, and optional reduced-role continuation.

Requirements

  • An established book of business (Life insurance, annuities, advisory, or a combination)
  • Good compliance history — clean U4/U5 or a willingness to disclose and discuss
  • Client relationships where continuity of service would be welcomed
  • A realistic exit timeline (12–60 months is typical)

Benefits

  • Book acquisition or earn-out structures
  • Client continuity
  • Confidential valuation
  • Legacy protection
  • Optional reduced-role continuation
  • Training allowance and performance-based incentives
  • Sponsorship for required licenses and continuous training
  • Flexible schedule with strong work-life balance
  • Industry-leading, production-tiered compensation structure with transparent tier progression
  • 4-week intensive joint-field training with leadership
  • 100% book portability from day one
  • Access to NLG (A+) and a broad multi-carrier shelf for product fit
  • Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department
  • Team override on First-Year Commissions (FYC) as you develop junior advisors
  • Clear Associate → Senior Associate → Managing Director career path
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