Advisor Book Acquisition & Transition Partner
WealthBridge Financial Group
WealthBridge Financial Group is looking for financial advisors planning to retire or transition to a reduced-role capacity within the next 12-60 months. The firm specializes in providing flexible deal structures for book acquisitions or earn-outs, ensuring continuity for clients served by experienced advisors. Candidates should have an established book of business, good compliance history, and a desire for client relationship protection. WealthBridge supports the transition process, offering a confidential valuation and legacy protection measures. #J-18808-Ljbffr WealthBridge Financial Group
Vacancy posted 4 days ago
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