Career-Transition Partnership - For Financial Advisors Approaching Retirement

Job description

Alternate titles: Financial Advisor Retirement Transition · Sell Your Book of Business · Financial Advisor Succession Partnership · Advisor Book Acquisition Location: United States (nationwide; in-person client continuity preferred in the advisor's existing market) Engagement Type: Book acquisition or continuation partnership (structure is flexible: sale, earn-out, gradual transition, or reduced-role continuation). For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 "Statutory employee" checked) with commission-based compensation. Pure book-sale structures without a continuation role do not involve an employment relationship. 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: To Do Good — in our communities and for the families we serve. We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Allia...