Advisor Retirement Transition — Sell Your Book, Continue
WealthBridge Financial Group
WealthBridge Financial Group is exploring a confidential transition partnership for retiring or reducing workloads. The engagement focuses on book acquisition or a continuity arrangement, with options for sale, earn-out, gradual transition, or reduced-role continuation under a W-2 statutory-employee framework when applicable. WealthBridge emphasizes client continuity within a robust planning framework and mentions valuation of a book, tailored deal structures, regulatory considerations, and NDA #J-18808-Ljbffr WealthBridge Financial Group
Vacancy posted 2 days ago
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