Practice Succession & Book Acquisition Partnership

WealthBridge Financial Group • Lake Havasu City, AZ

8d • Hybrid

About The Position

WealthBridge Financial Group is seeking established financial advisors who are planning a practice transition, reduction, or succession within the next 12–60 months and who want a clear, confidential path for the continuity of their clients' service through that transition. In this partnership, you will work directly with WealthBridge leadership to design the structure that fits your objectives: outright sale, multi-year earn-out, gradual transition, or a reduced-role continuation where you stay engaged on your terms. As a transition partner at WealthBridge, you will see your clients served by advisors who already operate on a comprehensive planning framework across the 7 planning areas, so they experience continuity rather than disruption. Typical situations include an established book with no internal successor, practices seeking acquisition or earn-out, advisors facing family or health transitions who need a credible continuity partner, and advisors whose captive firm offers no clean succession pathway. The conversation runs in four steps: a confidential 45–60 minute exploration; a written preliminary valuation under NDA within 10 business days of receiving your production data; structure design with 2–3 tailored options; then documentation, regulatory filings, and a 30–90 day client-communication transition. Join a partnership built on legacy protection — your client relationships carry forward under WealthBridge's service standards, and you remain named in transition communications where appropriate. If you have built something worth protecting and want it handled with care, we would love to hear from you. All inquiries are held in strict confidence, with an NDA available before any detailed disclosure.

Requirements

• Established financial-advisory, insurance, or wealth-management practice with an active client book.
• Active licenses in good standing appropriate to the book being transitioned (insurance-only, securities-registered, and hybrid books are considered).
• Willingness to enter an NDA and provide production data (GDC, trails, AUM, and product mix) for a confidential preliminary valuation.
• Commitment to an orderly, client-centered transition and joint communication plan.
• Successful background and regulatory review as required by state insurance regulators, FINRA, and the receiving broker-dealer or carrier relationships.
• Securities-related transitions require broker-dealer approval and may require Form U4 or other regulatory disclosures.

Nice To Haves

• Planning a practice transition, reduction, or succession within the next 12–60 months.
• Seeking a clear, confidential path for client service continuity.
• Having an established book with no internal successor.
• Seeking acquisition or earn-out.
• Facing family or health transitions and needing a credible continuity partner.
• Advisors whose captive firm offers no clean succession pathway.

Responsibilities

• Work directly with WealthBridge leadership to design a practice transition structure (outright sale, multi-year earn-out, gradual transition, or reduced-role continuation).
• Ensure continuity of client service through a comprehensive planning framework.
• Participate in a four-step exploration process including a confidential exploration, preliminary valuation, structure design, and documentation/transition.
• Maintain client relationships under WealthBridge's service standards.
• Remain named in transition communications where appropriate.

Benefits

• Confidential preliminary valuation under NDA within 10 business days of receiving complete production data.
• Flexible transition structures (outright sale, multi-year earn-out, gradual transition, or reduced-role continuation).
• Dedicated transition support for documentation, regulatory filings, client communication, and a typical 30–90 day transition plan.
• Client-continuity infrastructure across advanced planning, premium finance, advisory services, insurance, and planning-and-design support.
• Ability to remain involved in a reduced role when mutually agreed, with ongoing commission-based production compensation structured at contracting.
• Legacy protection through joint client communication and continuity planning.
• All inquiries are held in strict confidence, with an NDA available before any detailed disclosure.

What This Job Offers

• Career Level: Senior
• Education Level: No Education Listed