Financial Advisor Practice Succession and Book Acquisition Partner

Job overview

The Financial Advisor Practice Succession and Book Acquisition Partner opportunity is listed in Catalina Foothills, AZ, and serves advisors in Tucson and Southern Arizona. Compensation is not specified; reduced-role continuation is commission-based and confirmed at contracting, while pure book sales involve no employment relationship. WealthBridge Financial Group describes its mission as doing good in communities and for the families it serves. The opportunity is designed for established financial advisors planning a transition, reduction, or succession within 12–60 months. The partnership offers a confidential process to value and structure a practice transition while protecting client relationships and continuity of service.

What you'll do

• Work with WealthBridge leadership to explore transition objectives
• provide production data under NDA for a written preliminary valuation
• consider tailored deal structures
• coordinate documentation, regulatory filings, and client communications for a transition
• maintain client continuity under WealthBridge service standards.

What we're looking for

Skills & competencies

financial advisor practice succession

book acquisition

wealthbridge financial group

tucson and southern arizona

catalina foothills az

confidential valuation

nda

client continuity

outright sale

multi-year earn-out

gradual transition

optional reduced-role continuation

commission-based continuation

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible deal structures
• confidential written valuation under NDA
• client continuity
• legacy protection
• optional reduced-role continuation
• four-step transition process.

Why this role

Flexible structures include outright sale, multi-year earn-out, gradual transition, or optional reduced-role continuation. Written preliminary valuation is delivered under NDA within 10 business days after production data is received; valuation is non-binding and not a guarantee.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.