Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group
Any Location, AZ
Category Finance
Job Description
WealthBridge Financial Group is seeking financial advisors approaching retirement to partner with them for a smooth transition of their clients' service. They offer flexible deal structures, client continuity, confidential valuation, and legacy protection.

Requirements

  • Established book of business in life insurance, annuities, advisory, or a combination
  • Good compliance history or a willingness to disclose and discuss
  • Client relationships where continuity of service would be welcomed
  • Realistic exit timeline of 12-60 months

Benefits

  • Flexible deal structures
  • Client continuity
  • Confidential valuation
  • Legacy protection
  • Optional reduced-role continuation
]]>