Register
|
Login
MENU
Home
Employers
Post Jobs
Employer Services
Employer Membership
Search Resumes
Job Seekers
Search Jobs
Post Resume
Job Seeker Services
Employer Lists
Register
Login
Register
|
Login
Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group
Any Location, AZ
Category
Finance
Apply for Job
Job Description
WealthBridge Financial Group is seeking financial advisors approaching retirement to partner with them in a book acquisition or continuation partnership. The partnership offers flexible deal structures, client continuity, confidential valuation, legacy protection, and optional reduced-role continuation.
Requirements
Established book of business
Good compliance history
Client relationships where continuity of service would be welcomed
Realistic exit timeline
Benefits
Flexible deal 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
100% book portability from day one
]]>