Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group
Bellevue, WA
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 within the next 12–60 months, and who want a clear path for the continuity of their clients' service after they step back.

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
  • Flexible deal structures — outright acquisition, multi-year earn-out, gradual transition, or a reduced-role continuation
  • Client continuity
  • Confidential valuation
  • Legacy protection
  • Optional reduced-role continuation
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