Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Retiring Financial Advisor: Book Acquisition & Continuity

Wealthbridge-Financial-Group

WealthBridge Financial Group is seeking financial advisors in Tucson, Arizona, planning retirement or transition for their client base. The role focuses on partnership through flexible book acquisition structures, providing client continuity and tailored transition solutions. Successful candidates will have an established client base, good compliance history, and a realistic timeline for transition. Join us for a rewarding opportunity with extensive support and a strong career path. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Retiring Financial Advisor: Book Acquisition & Continuity in Tucson, AZ vacancy
  •  ...Alternate Titles Financial Advisor Retirement Transition · Sell Your Book of Business · Financial Advisor Succession Partnership · Advisor Book Acquisition Location United States (nationwide; in-person client continuity preferred in the advisor's existing market) Engagement... 
    For retirees
    Full time
    Local area
    Flexible hours

    WealthBridge Financial Group

    Tucson, AZ
    2 days ago
  •  ...WealthBridge Financial Group is looking for financial advisors in Tucson, Arizona, who are seeking...  ..., whether through retirement or a reduced role. Join...  ...from our flexible book acquisition structures. In addition...  ...environment, we offer client continuity and a detailed book... 
    Suggested
    Flexible hours

    WealthBridge Financial Group

    Tucson, AZ
    2 days ago
  • $10k - $49.99k

     ...Alternate titles: Senior Financial Advisor Arizona · Wealth Advisor Phoenix...  ..., life insurance, continuing-license sponsorship). Compensation...  ...retain 100% ownership of their book of business. About WealthBridge...  ...their own health insurance, retirement savings, and self-employment... 
    Suggested
    Full time
    Contract work
    For contractors
    Self employment
    Work at office
    Local area
    Flexible hours

    Wealthbridge-Financial-Group

    Tucson, AZ
    2 days ago
  • $150k

     ...Our Company We're a diversified financial services leader with more than $1.5...  ...implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity...  ...achievement orientation; growth and continuous development. Ensure Ameriprise... 
    Suggested
    Full time
    Part time
    Work experience placement
    H1b
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Tucson, AZ
    9 hours ago
  •  ...Wealthbridge-Financial-Group is seeking a Senior Financial Advisor in Arizona to manage client portfolios and provide expert financial advice. This full-time...  ..., including a commission structure that offers 100% book portability. Emphasizing entrepreneurship, the firm... 
    Suggested
    Full time
    Flexible hours

    Wealthbridge-Financial-Group

    Oro Valley, AZ
    2 days ago
  • $10k - $49.99k

     ...Alternate titles: Financial Advisor Trainee Tucson · Insurance Agent Career...  ...their own health insurance, retirement planning, and self-...  ...Rio Rico. Build a personal book of business — owned by you from...  ...Sponsorship for required licenses and continuous training. ~ Flexible... 
    Contract work
    For contractors
    Traineeship
    Self employment
    Seasonal work
    Work at office
    Local area
    Flexible hours

    WealthBridge Financial Group

    Tucson, AZ
    7 days ago
  •  ...Wealthbridge-Financial-Group is seeking a Senior Financial Advisor to join our team in Arizona, focusing on commission-based compensation. The ideal candidate will possess an active Arizona Life & Health insurance license, and have at least three years of experience in... 

    Wealthbridge-Financial-Group

    Tucson, AZ
    2 days ago
  • $10k - $49.99k

     ...Alternate titles: Senior Financial Advisor Tucson · Wealth Advisor Southern...  ..., life insurance, continuing‑license sponsorship). Compensation...  ...retain 100% ownership of their book of business. About WealthBridge...  ...their own health insurance, retirement savings, and self‑employment... 
    Full time
    Contract work
    For contractors
    Self employment
    Seasonal work
    Work at office
    Local area
    Flexible hours

    Wealthbridge-Financial-Group

    Oro Valley, AZ
    2 days ago
  • $10k - $49.99k

     ...titles: Military-to-Civilian Financial Advisor · Veteran Financial Services...  ...their own health insurance, retirement planning, and self-...  ...also a portable career — your book moves with you if your family...  ...Sponsorship for required licenses and continuous training. ~ Flexible... 
    Civilian Contractor
    Contract work
    For contractors
    Self employment
    Work at office
    Local area
    Relocation
    Flexible hours

    WealthBridge Financial Group

    Tucson, AZ
    7 days ago
  •  ...Wealthbridge-Financial-Group in Tucson, AZ, is seeking a Senior Financial Advisor to provide tailored financial planning solutions. In this fully commission-based role, you'll leverage your entrepreneurial spirit and existing client network in Southern Arizona. An active... 
    Flexible hours

    Wealthbridge-Financial-Group

    Tucson, AZ
    2 days ago
  •  ...responsibilities include collecting and analyzing financial data to determine the creditworthiness...  ...in support of working capital growth, acquisitions and debt restructuring for your new and...  ...documentation ~ Established book of business required For further... 
    Local area

    MRINetwork

    Tucson, AZ
    6 days ago
  • $107.5k - $204.5k

     ...Manager to lead all financial management related to...  ...also the customer on a continuing basis. What You...  ...Business Investment, bookings/backlog, providing inputs...  ...(GAAP), Federal Acquisition Regulations (FAR) and...  ...healthcare, wellness, retirement, and work/life benefits... 
    Temporary work
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Relocation package
    Flexible hours

    RTX

    Tucson, AZ
    5 days ago
  •  ...consistent growth, adding senior living communities to our family each year. As we continue to grow, we are looking for top talent to join us in our mission to build communities where retired adults can enjoy a first-class life and adult children can rest assured that... 
    For retirees
    Part time
    Relief
    Local area
    Day shift

    Forum at Tucson

    Tucson, AZ
    4 hours ago
  • $85k - $93k

     ...The Program Financial Analyst (PFA) reports to the Associate Director...  ...(2 CFR 200) Federal Acquisition Regulation (FAR) Cost Accounting...  ...(CAS) ~ Contribute to continuous improvement of NOIRLab’s...  ...including paid time off and retirement plan contributions,... 
    Contract work
    Work at office
    Night shift

    Aura

    Tucson, AZ
    4 days ago
  •  ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland...  ...wealth management, including planning for retirement, education, legacy, and other life...  ...the training and development needed to continue a successful career as a Financial... 
    Shift work
    Day shift

    Arizona Staffing

    Tucson, AZ
    4 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything...  ...plan for and enjoy a secure retirement for more than half a century...  ...searching for a Financial Advisor to provide a personalized...  ...Company-paid E&O, licensing fees, continuing education and compliance... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Tucson, AZ
    4 days ago
  • $45k - $100k

     ...volume of applicants. Join a financial services firm where your...  ...clients and 20,000 financial advisors across the U.S. and Canada,...  ...long-term financial goals: retirement, building wealth, estate strategies...  ...both worlds A culture of continuous improvement and professional... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tucson, AZ
    1 day ago
  •  ...WealthBridge Financial Group is seeking motivated individuals to join as Financial Advisor Trainees in Tucson, AZ. This role involves developing comprehensive financial...  ...you will have the opportunity to build your own book of business and benefit from a generous commission... 
    For contractors
    Traineeship

    WealthBridge Financial Group

    Tucson, AZ
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued...  ...clients and 20,000 financial advisors across the U.S. and Canada,...  ...illness), disability income continuation, basic life, and basic AD&D...  ...Edward Jones offers a 401k retirement plan, and tax-advantaged accounts... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Tucson, AZ
    4 days ago
  •  ...Financial Solutions Advisor - Registration Candidate - Tucson Area Tucson, Arizona;Tucson, Arizona; Tucson, Arizona; Tucson, Arizona To proceed...  ..., Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Tucson, AZ
    4 days ago
  •  ...guiding military families toward financial security since 1958. We're...  ...for seasoned financial advisors who are ready to elevate their...  ...integrate investment management, retirement income planning, tax...  ...lives of those who serve-and continue building your career with purpose... 
    For contractors
    Local area
    Flexible hours
    Shift work

    First Command Financial Services

    Tucson, AZ
    3 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client... 
    Full time
    Part time

    SkyKey Financial

    Tucson, AZ
    2 days ago
  • $27.17 - $35.67 per hour

     ...comparable platforms) in a financial or legal environment, with demonstrated...  ...prepared documents prior to booking and funding to ensure loan...  .../paternity leave. * Retirement Savings - Generous 401k Plan...  ...Activities - We focus on continuous growth by encouraging Job... 
    16 hours
    Full time
    Work at office
    Remote work
    Flexible hours

    Vantage West Credit union

    Tucson, AZ
    5 days ago
  •  ...100% volunteer-run nonprofit that hosts free online workshops, book clubs, and community programs focused on personal growth, creativity...  ...organizing information helping others stay connected Retired educators, librarians, lifelong learners, and curious community... 
    For retirees
    Local area

    Our Safe Space US

    Tucson, AZ
    2 hours ago
  • $45k - $100k

    Edward Jones is seeking a Financial Advisor to build and grow a client practice. Key Responsibilities...  ...critical illness, disability income continuation, basic life, and basic AD&D coverage (...  ...advisors). The firm offers a 401(k) retirement plan, health savings account, and... 
    Traineeship
    Flexible hours

    Edward Jones

    Tucson, AZ
    3 days ago
  •  ...centered cardiovascular care. This opening is due to a physician retiring therefore this is an established practice with the ability to...  ...skills Commitment to high-quality patient care and continuous learning Expertise in advanced cardiac imaging (e.g., Cardiac... 
    For retirees
    Work at office
    Local area
    Relocation package

    US Heart & Vascular

    Casas Adobes, AZ
    3 days ago
  •  ...| WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director...  ...their practices. In addition to continuing your own client work, you’ll recruit...  ...and your dependents ~401(k) retirement plan with company match to help... 
    Visa sponsorship

    WealthBridge Financial Group

    Tucson, AZ
    2 days ago
  •  ...wealth management, including planning for retirement, education, legacy, and other life...  ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...  ...Merrill Wealth Management office and continue to practice the skills you’ve learned... 
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Tucson, AZ
    3 days ago
  •  ...seeking a motivated, client-focused Associate Advisor to support a high-performing Tucson, AZ...  ...fast-paced environment, is committed to continuous learning, and is pursuing a long-term...  ...client meetings, build and update financial plans, assist with 401(k) engagement, and... 
    Full time
    Internship
    Work at office

    Harvard Group International

    Tucson, AZ
    1 day ago
  •  ...consistent growth, adding senior living communities to our family each year. As we continue to grow, we are looking for top talent to join us in our mission to build communities where retired adults can enjoy a first-class life and adult children can rest assured that... 
    For retirees
    Part time
    Relief
    Local area
    Day shift

    Forum at Tucson

    Tucson, AZ
    9 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retiring Financial Advisor: Book Acquisition & Continuity. Be the first to apply!