Career-Transition Partnership - For Financial Advisors Approaching Retirement
Not Disclosed•Full-TimeOn-site
location_onJohn M Andersen Junior High School, 1255, North Dobson Road, Chandler, Maricopa County, Arizona, 85224, 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 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. We are expanding across Arizona and are backed by National Life Group (A+ AM Best), with securities and investment advisory services provided through Equity Services, Inc. (FINRA/SIPC).
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 an advisor aged 55–75 with an established book, facing family or health transitions, or working for a captive firm without a clean succession pathway, we offer a clear path for the continuity of your clients' service after you step back.
We provide flexible engagement structures, including outright book acquisition, multi-year earn-outs, gradual transitions, or a reduced-role continuation where you remain partially engaged on your terms. If you choose a continuation role, you will operate as a W-2 Statutory Employee of National Life Group, maintaining your classification as a full-time life insurance salesperson. For pure book-sale structures without a continuation role, no employment relationship is formed.
Our priority is client continuity. Your clients are served by WealthBridge advisors who operate on a comprehensive planning framework, ensuring they experience continuity rather than disruption. We also offer confidential valuations based on product mix, persistency, and trail economics, ensuring your legacy is protected under WealthBridge's service standards.
The Hiring Process
Our engagement follows a four-step conversation designed to be transparent and confidential:
- 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.
- 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 if applicable), and implement a client communication plan over a 30–90 day period.
All inquiries are held in strict confidence, and an NDA is available before any detailed disclosure is made. Candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA.
How to Begin
To start the conversation, apply through this post or schedule up to a 1-hour conversation with the regional Managing Director via the link below. All communications receive a response within 5 business days.
Schedule a conversation: calendly.com
Equal Opportunity
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.
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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 regulatory documentation including Form U4/U5 amendments and state filings; Manage client continuity transitions to ensure service standards are maintained; and Coordinate confidential valuation of client books based on product mix and persistency.
What are the requirements for this Career-Transition Partnership - For Financial Advisors Approaching Retirement role?expand_more
WealthBridge Financial Group is looking for candidates who meet the following requirements: 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 State insurance department filings.
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 John M Andersen Junior High School, 1255, North Dobson Road, Chandler, Maricopa County, Arizona, 85224, United States. This is a on-site role.