Career-Transition Partnership - For Advisors Approaching Reduced Production
About The Position
WealthBridge Financial Group is seeking to partner with financial advisors who are planning to retire, reduce their practice, or transition to a reduced-role capacity within the next 12-60 months. This partnership offers a clear path for the continuity of client service after the advisor steps back. We provide flexible structures such as outright acquisition, multi-year earn-out, gradual transition, or a reduced-role continuation where the advisor stays partially engaged on their terms. Our goal is to ensure client relationships carry forward under WealthBridge's high service standards, protecting the legacy built by the advisor. We are backed by National Life Group (A+ AM Best) and offer securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC).
Requirements
- An established book of business (Life insurance, annuities, advisory, or a combination).
- Good compliance history — clean U4/U5 or a willingness to disclose and discuss.
- Client relationships where continuity of service would be welcomed.
- A realistic exit timeline (12–60 months is typical).
- Must pass a background check and fingerprinting as required by state insurance regulators and FINRA.
- Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history.
Nice To Haves
- Advisors 55–75 years old with an established book, no internal successor, and a desire to protect client relationships on exit.
- Practices with meaningful annual production looking for acquisition or earn-out.
- Advisors facing family or health transitions who need a credible continuity partner.
- Advisors whose captive firm does not offer a clean succession pathway.
Responsibilities
- Ensure continuity of client service after stepping back from full production.
- Transition client relationships to WealthBridge advisors.
- Potentially remain engaged in a reduced-role capacity, working with a select group of longtime relationships.
- Participate in a confidential exploration process to discuss goals, timing, and any compliance or contractual considerations.
- Provide production data for book valuation.
- Collaborate on structure design for acquisition, earn-out, or continuation.
- Participate in documentation and transition processes, including regulatory filings and client communication plans.
Benefits
- Flexible deal structures (outright acquisition, multi-year earn-out, gradual transition, or reduced-role continuation).
- Client continuity and legacy protection.
- Confidential book valuation.
- Optional reduced-role continuation.
- Training allowance and performance-based incentives.
- Sponsorship for required licenses and continuous training.
- Flexible schedule with strong work-life balance.
- Industry-leading, production-tiered compensation structure with transparent tier progression.
- 4-week intensive joint-field training with leadership.
- 100% book portability from day one.
- Access to NLG (A+) and a broad multi-carrier shelf for product fit.
- Support from Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department.
- Team override on First-Year Commissions (FYC) as you develop junior advisors.
- Clear Associate → Senior Associate → Managing Director career path.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
