Practice Transition Partnership - Tucson & Southern Arizona

WealthBridge Financial Group • Catalina Foothills, AZ

7d • Hybrid

About The Position

WealthBridge Financial Group is seeking established financial advisors in Tucson & Southern Arizona who are planning a practice transition, reduction, or succession within the next 12–60 months. This partnership offers a clear, confidential path for the continuity of clients' service during that transition. Advisors will work directly with WealthBridge leadership to design a structure that fits their objectives, which can include an outright sale, multi-year earn-out, gradual transition, or a reduced-role continuation where the advisor stays engaged on their terms. The goal is to ensure clients are served by advisors who operate on a comprehensive planning framework, providing continuity rather than disruption. This opportunity is ideal for advisors with an established book of business but no internal successor, those seeking acquisition or an earn-out, advisors facing personal transitions needing a credible continuity partner, or those whose current firm lacks a clean succession pathway. The process involves a confidential exploration, a preliminary valuation, structure design with tailored options, and then documentation and client communication transition.

Requirements

• Established financial advisor in Tucson & Southern Arizona.
• Planning a practice transition, reduction, or succession within the next 12–60 months.
• An established book of business (life insurance, annuities, advisory, or a combination).
• Good compliance history (clean U4/U5, or willingness to disclose and discuss).
• Client relationships where continuity of service would be welcomed.
• A realistic exit or reduction timeline (12–60 months).
• Willingness to share production data under NDA for a confidential written valuation.
• For reduced-role continuation: successful background check and fingerprinting as required by state insurance regulators and FINRA.
• Securities registration requires Form U4 disclosure of prior regulatory, criminal, and financial history.

Nice To Haves

• Advisors facing family or health transitions who need 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.
• Ensure continuity of client service through a comprehensive planning framework.
• Participate in a confidential 4-step process: exploration, valuation, structure design, and documentation.
• Share production data under NDA for a confidential written valuation.
• Potentially remain engaged in a reduced-role capacity on agreed-upon terms.
• Maintain client relationships under WealthBridge's service standards.
• Cooperate with regulatory filings and client communication during the transition period.

Benefits

• Flexible deal structures (outright acquisition, multi-year earn-out, gradual transition, or reduced-role continuation).
• Confidential written valuation under NDA.
• Client continuity through a comprehensive planning framework.
• Legacy protection with client relationships carrying forward under WealthBridge's service standards.
• Optional reduced-role continuation (remain licensed, keep a handful of longtime relationships).
• A clear, respectful 4-step process.
• Partnership built on legacy protection.
• All inquiries held in strict confidence, with an NDA available before any detailed disclosure.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed