Career-Transition Partnership - For Financial Advisors Approaching Retirement

WealthBridge Financial Group
Prescott, AZ
Category Finance
Job Description
Career-Transition Partnership - For Financial Advisors Approaching Retirement: WealthBridge Financial Group is expanding across Arizona and seeking financial advisors who are planning to retire, reduce their practice, or transition to a reduced-role capacity within the next 12–60 months. 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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