Financial Advisor Succession & Transition Partner
WealthBridge Financial Group
WealthBridge Financial Group is a long-established wealth management firm exploring retirement transition options for advisors seeking to sell or continue on a reduced basis. The program emphasizes confidential valuations, flexible deal structures, and a smooth client handoff, with regulatory considerations and NDA protections in place. The model supports advisers aged 55–75 seeking exit timing from 12 to 60 months, with options including outright sale, earn-out, or reduced-role continuation #J-18808-Ljbffr WealthBridge Financial Group
Vacancy posted 4 days ago
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