Practice Transition Partnership — Tucson & Southern Arizona

Job overview

Practice Transition Partnership — Tucson & Southern Arizona is listed in Catalina Foothills, AZ. Compensation is not specified; any reduced-role continuation would use commission-based compensation confirmed at contracting, while a pure book sale involves no employment relationship. WealthBridge Financial Group describes its mission as doing good in its communities and for the families it serves. The opportunity is for established financial advisors planning a practice transition, reduction, or succession within 12–60 months. WealthBridge works with advisors to explore a confidential valuation and transition structure intended to protect client relationships and maintain continuity of service.

What you'll do

• Work with WealthBridge leadership to explore a practice transition
• share production data under a nondisclosure agreement for a confidential written valuation
• consider outright sale, multi-year earn-out, gradual transition, or reduced-role continuation structures
• participate in structure design and, if proceeding, documentation, regulatory filings, and client communications.

What we're looking for

Skills & competencies

financial advisor

practice transition

tucson

southern arizona

wealthbridge financial group

succession planning

client continuity

confidential valuation

nda

book of business

flexible deal structures

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible transition structures, confidential written valuation under NDA, client continuity planning, legacy protection, optional reduced-role continuation, and a structured transition process.

Why this role

Confidential four-step process includes an initial exploration, written preliminary valuation under NDA, tailored structure options, and transition planning. Any arrangement is subject to negotiation and regulatory approval.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.