Career-Transition Partnership - For Financial Advisors Approaching Retirement
Not Disclosed•Full-TimeOn-site
location_on301, Union Street, Central Business District, Belltown, Seattle, King County, Washington, 98101, United States
About WealthBridge Financial Group
WealthBridge Financial Group is a wealth management firm with over 175 years of history, helping clients navigate life's financial complexities with confidence and clarity. Our mission is simple: To Do Good — in our communities and for the families we serve. As "Change Navigators," we specialize in premium financing, digital marketing, CPA alliances, and advanced planning. Backed by National Life Group (A+ AM Best) and offering securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC), we are currently expanding our footprint across Arizona.
About the Role
This opportunity is designed for financial advisors planning to retire, reduce their practice, or transition to a reduced-role capacity within the next 12–60 months. Whether you are looking to sell your book of business, pursue an earn-out, or transition into a reduced production role, we provide a clear path for the continuity of your clients' service after you step back.\n We understand that legacy matters. Our goal is to ensure your client relationships carry forward under WealthBridge's service standards without disruption. For advisors who wish to remain partially engaged, we offer flexible structures where you can stay licensed and work a handful of longtime relationships while WealthBridge handles the rest. This role is ideal for advisors aged 55–75 with an established book, no internal successor, and a desire to protect client relationships on exit.
The Engagement Process
We approach every transition with confidentiality and a structured, four-step conversation:
- Confidential Exploration: A 45–60 minute discussion to review your book profile, goals, timing, and any compliance or contractual considerations.
- Book Valuation: Upon receiving your production data under an NDA, we provide a written preliminary valuation within 10 business days based on product mix, persistency, and trail economics.
- Structure Design: We propose 2–3 tailored structures (acquisition, earn-out, or continuation) for you to choose from.
- Documentation and Transition: We execute contracts, handle regulatory filings (including Form U4/U5 transitions), and manage the client communication plan over a 30–90 day period.
How to Begin
If you are ready to explore your options, apply through this post or schedule a conversation with a regional Managing Director via the link below. All inquiries are held in strict confidence, and an NDA is available before any detailed disclosure is made.
Schedule a conversation: calendly.com
All communication receives a response within 5 business days.
Our Commitment to Diversity
WealthBridge Financial Group is an equal opportunity organization. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA.
Work location
Work model: On-site
301, Union Street, Central Business District, Belltown, Seattle, King County, Washington, 98101, United States
Seattle, Washington
Key Responsibilities
- check_circleDesign flexible book acquisition or earn-out structures tailored to advisor exit goals
- check_circleExecute documentation and regulatory filings including Form U4/U5 amendments and state insurance filings
- check_circleManage client continuity transitions to ensure service standards are maintained without disruption
- check_circleCoordinate confidential book valuations based on product mix, persistency, and trail economics
- check_circleStructure optional reduced-role continuation arrangements for advisors remaining partially engaged
- check_circleDevelop and implement client communication plans executed over 30–90 day transition periods
- check_circleConduct confidential exploration conversations to assess book profiles, goals, and compliance history
Requirements
- verifiedEstablished book of business (Life insurance, annuities, advisory)
- verifiedClean U4/U5 compliance history or willingness to disclose
- verifiedPass background check and fingerprinting
- verifiedSecurities registration (Form U4 filing)
- verifiedRequired state insurance licenses
Nice to Have
In-person client continuity in the advisor's existing market.
Benefits & Perks
check_circleTraining allowance and performance-based incentivescheck_circleSponsorship for required licenses and continuous trainingcheck_circleFlexible schedule with strong work-life balancecheck_circle100% book portability from day oneAccess to NLG (A+) and a broad multi-carrier shelf for product fit
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Frequently asked questions about Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group
What does a Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group do?expand_more
A Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group is responsible for the following: Design flexible book acquisition or earn-out structures tailored to advisor exit goals; Execute documentation and regulatory filings including Form U4/U5 amendments and state insurance filings; Manage client continuity transitions to ensure service standards are maintained without disruption; and Coordinate confidential book valuations based on product mix, persistency, and trail economics.
What are the requirements for this Career-Transition Partnership - For Financial Advisors Approaching Retirement role?expand_more
To qualify for the Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group position, applicants should have: Established book of business (Life insurance, annuities, advisory); Clean U4/U5 compliance history or willingness to disclose; Pass background check and fingerprinting; Securities registration (Form U4 filing); and Required state insurance licenses.
Where is the Career-Transition Partnership - For Financial Advisors Approaching Retirement role at WealthBridge Financial Group located?expand_more
Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group is based in 301, Union Street, Central Business District, Belltown, Seattle, King County, Washington, 98101, United States. This is a on-site role.
Is this Career-Transition Partnership - For Financial Advisors Approaching Retirement job remote, hybrid, or on-site?expand_more
WealthBridge Financial Group has listed this Career-Transition Partnership - For Financial Advisors Approaching Retirement role as on-site.
How much experience is required for this Career-Transition Partnership - For Financial Advisors Approaching Retirement role?expand_more
Candidates for Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group should have mid level.
What skills do you need for the Career-Transition Partnership - For Financial Advisors Approaching Retirement role at WealthBridge Financial Group?expand_more
Key skills for Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group include Premium Financing; Digital Marketing; Advanced Planning; Life Insurance; Annuities; Advisory; Book Valuation; and Form U4.
What category does the Career-Transition Partnership - For Financial Advisors Approaching Retirement role belong to?expand_more
Career-Transition Partnership - For Financial Advisors Approaching Retirement at WealthBridge Financial Group is part of the accounting & finance job category on Recrutus.