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Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group
Tacoma, WA
Category
Finance
Apply for Job
Job Description
Career-Transition Partnership for Financial Advisors Approaching Retirement. WealthBridge Financial Group offers flexible book acquisition or earn-out structures for advisors looking to retire, reduce their practice, or transition to a reduced-role capacity.
Requirements
Established book of business in 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)
Benefits
Client continuity
Confidential valuation
Legacy protection
Optional reduced-role continuation
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