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Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group
Any Location, NM
Category
Accounting
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Job Description
WealthBridge Financial Group is offering a career-transition partnership for financial advisors approaching retirement, allowing them to sell their book of business or continue in a reduced-role capacity with a clear path for client continuity.
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
Flexible deal structures — outright acquisition, multi-year earn-out, gradual transition, or a reduced-role continuation
Client continuity. Your clients are served by WealthBridge advisors who already operate on a comprehensive planning framework (the 7 planning areas)
Confidential valuation. We provide a book valuation based on product mix (life vs. annuity vs. advisory), persistency, trail economics, and AUM
Legacy protection. Your client relationships carry forward under WealthBridge's service standards
Optional reduced-role continuation. If you want to remain licensed and work a handful of longtime relationships while WealthBridge handles the rest, we can structure that
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