WealthBridge Financial Group
Advisor Book Acquisition with WealthBridge
Job Description
WealthBridge Financial Group invites financial advisors approaching retirement to explore book acquisition partnerships. Flexible transition options ensure your clients continue receiving the service they deserve.
This program serves seasoned financial advisors aged 55-75 in the United States aimed at creating paths for successful client service continuity upon retirement. WealthBridge provides various structures like outright acquisitions or gradual transitions while maintaining an ideal employee classification for ongoing engagement. Candidates will need to have an established clientele and wish to ensure their clients are well cared for after their exit.
Key Responsibilities: • Conduct confidential appraisal discussions of your book • Access timely, detailed valuation of client assets • Structure various flexible deals based on objectives • Manage the documentation and regulatory transition • Ensure continuous engagement during client transition
Requiremen...
This program serves seasoned financial advisors aged 55-75 in the United States aimed at creating paths for successful client service continuity upon retirement. WealthBridge provides various structures like outright acquisitions or gradual transitions while maintaining an ideal employee classification for ongoing engagement. Candidates will need to have an established clientele and wish to ensure their clients are well cared for after their exit.
Key Responsibilities: • Conduct confidential appraisal discussions of your book • Access timely, detailed valuation of client assets • Structure various flexible deals based on objectives • Manage the documentation and regulatory transition • Ensure continuous engagement during client transition
Requiremen...