Retirement Transition for Financial Advisors: Book Acquisition
Wealthbridge-Financial-Group
WealthBridge Financial Group is inviting experienced financial advisors in Arizona for book acquisition or succession partnerships. Ideal candidates are ages 55-75 with established books seeking continuation options. WealthBridge offers flexible deal structures, client relationship continuity, and confidentiality in their valuations. Successful candidates will benefit from extensive support and a clear path for transitioning their client relationships. This role emphasizes flexibility and impactful financial planning for clients. #J-18808-Ljbffr Wealthbridge-Financial-Group
Vacancy posted 2 days ago
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