Career-Transition Partnership - For Financial Advisors Approaching Retirement

Albuquerqueonsite$62K – $187K

Posted 3w ago · via Workable

See if I'm a fit →Tailor my resume for this role →Apply on Workable ↗

About this role

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.…

Read the full description on Wealth Bridge Financial Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: rest

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Albuquerque. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

rest

More at Wealth Bridge Financial Group

See all open jobs at Wealth Bridge Financial Group →