Financial Advisor Succession Partner - Flexible Transition
WealthBridge Financial Group
WealthBridge Financial Group is evaluating retirement transitions and reduced-role continuations for financial advisors with established books. The aim is to maximize client continuity, with flexible deal structures including acquisitions, earn-outs, or gradual transitions. Advisors may continue on a reduced role under a compliant framework. WealthBridge offers confidential valuations, transition support, and engagement with a seasoned team to ensure smooth client relationships and regulatory #J-18808-Ljbffr WealthBridge Financial Group
Vacancy posted 1 day ago
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