layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Practice Succession & Book Acquisition - Tucson & Southern Arizona
WealthBridge Financial Group
Catalina Foothills, AZ, US; Tucson, AZ, US
Source: WealthBridge Financial Group careers · View original posting
Employer job description
From WealthBridge Financial Group's posting. “We” and “our” refer to the employer.
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 — 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.