Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group
Job Description
Alternate titles
Financial Advisor Retirement Transition
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
<...
Financial Advisor Retirement Transition
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
<...