Practice Succession & Book Acquisition Partnership

Descripción del puesto

WealthBridge Financial Group is seeking established financial advisors who are planning a practice transition, reduction, or succession within the next 12–60 months — and who want a clear, confidential path for the continuity of their clients' service through that transition. In this partnership, you will work directly with WealthBridge leadership to design the structure that fits your objectives: outright sale, multi-year earn-out, gradual transition, or a reduced-role continuation where you s…