Retirement Transition Partner for Financial Advisors

Wealthbridge-Financial-Group

WealthBridge Financial Group is offering a unique opportunity for financial advisors planning retirement or a reduced role in Santa Fe, New Mexico. This position focuses on book acquisitions or continuations while ensuring client service continuity through experienced WealthBridge advisors. The role requires an established client book and good compliance history, with a flexible transition structure tailored to individual needs. WealthBridge provides comprehensive support, ensuring a seamless transition for both advisors and their clients. #J-18808-Ljbffr

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Vacancy posted 15 hours ago

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