
This opportunity serves financial advisors aged 55 to 75 who are planning retirement or a practice reduction within the next 12 to 60 months. The role involves facilitating a flexible transition of the advisor's book of business through acquisition, earn-out structures, or a reduced-role continuation partnership with WealthBridge Financial Group. Key responsibilities include participating in a confidential valuation process, designing a customized succession plan, and ensuring seamless client continuity under the firm's comprehensive planning framework. The position appeals to advisors seeking to protect their legacy and maintain client relationships without disruption. It offers a nationwide presence with a preference for local market continuity, supported by a firm with over 175 years of history and a strong commitment to community impact.





















