Are You an Experienced Advisor Without a Retirement Succession Plan?
Transition on your terms – with confidence and support
6%
1 in 3
Schedule a Confidential Conversation
At Magellan Financial, we understand that stepping away from a career built on relationships, trust, and decades of service isn’t a decision made lightly. That’s why we’ve created a succession planning experience that honors your legacy, supports your clients, and gives you full control over the timeline.
Whether you’re 5 years out or ready to begin transitioning now, we offer a structured, advisor-centric path that helps you prepare your book of business for a smooth, thoughtful handoff.
Why Join Magellan Financial?
Transition on Your Timeline
No pressure. No deadlines. You decide when and how the transition unfolds—with a written plan that reflects your goals, values, and client relationships.
Continue Building While You Plan
You’ll have access to Magellan’s full planning infrastructure, estate planning process, and operational support, so you can keep growing and enhancing the value of your practice while preparing for what’s next.*
Protect Your Legacy
We’re one of the rare teams with fourth-generation client relationships, rooted in Allentown since the 1940s. Your clients will be cared for by a team that values continuity, trust, and long-term stewardship.
Advisor-Centric Culture
You won’t be absorbed. You’ll be supported. Our team collaborates with you to honor your client relationships and aims to ensure a smooth experience for everyone involved.
*Wells Fargo Advisors Financial Network is not a legal or tax advisor
We care about the totality of our team members’ lives – not just about how they’re performing at work. What are their personal goals, and how can we support them? When something is going on in their lives, how can we be there for them?
Who We're Looking For: Senior Wealth Advisor—Advisor Looking for a Better Home for Your Clients
Do you feel like your current firm isn’t supporting you–or your clients–the way they deserve?
Magellan Financial, Inc. of Heirloom Wealth Advisors of Wells Fargo Advisors Financial Network, is seeking established advisors who are open to transitioning their existing book of business to a team that values transparency, service, and long-term partnership. If you’re looking for a team based model, this may be your ideal next step.
How We Support You
Our in-house operational and administrative support help support a smooth transition and business growth. You will partner with a team of Wealth Managers, focused on planning and creating the “Home Office” feel your clients will appreciate. With planning tools like eMoney, and a support staff focused on personal client care, Magellan is an ideal destination for advisors seeking a more aligned, client-first environment. We believe different perspectives, experiences, and cultures strengthen our ability to provide excellent financial guidance and build lasting relationships.
What You’ll Do:
- Transition and manage your current client relationships with full support from our operations and wealth planning teams.
- Continue to build your book with help from our infrastructure, marketing, and collaborative environment.
- Offer your clients a truly personalized experience through our comprehensive wealth management process.
Ideal Candidate:
- Currently manages a book of business.
- Wants to offload administrative burdens and focus on planning and relationships.
- Interested in joining a team culture that values service, precision, and growth.
- Possesses required FINRA securities registrations Series 7 & 66 (or 63 & 65) and ideally holds (or is pursuing) the CFP®.
- Experience serving multicultural and multi-generational families is highly desirable.
Why Join Us?
As a Magellan Financial Advisor, you will offer comprehensive wealth management advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional client experience by offering thoughtful guidance and Magellan partner referrals that deepen client relationships.
We can provide operational and administrative support to help ensure smooth transitions and business growth. We offer a fun, engaging environment with strong mentorship, full benefits (health, dental and vision ins), HSA plan, paid time off, 401(k) with match, profit sharing, and a clear path to advancement. You’ll play a key role in the growth of both your book and our team.
We care about the totality of our team members’ lives – not just about how they’re performing at work. What are their personal goals and how can we support them? When something is going on in their lives, how can we be there for them
Schedule: Monday to Friday, In Office/In Person, Flexible 8-hour shift
Location: 1605 N. Cedar Crest Blvd., Suite 111, Allentown, PA 18104
Contact: Cristy Joy Church, Operations Manager | Cristy.Church@wfafinet.com
Who We're Looking For: Senior Wealth Advisor—Transition to Retirement with Confidence
Are you a seasoned financial advisor thinking about your legacy and next chapter?
Magellan Financial, Inc. of Heirloom Wealth Advisors of Wells Fargo Advisors Financial Network invites senior advisors to join our team with the goal of thoughtfully transitioning their book of business over the next 5–10 years. We offer a structured, respectful process that honors your client relationships while supporting your personal path to retirement – and helping you monetize the equity you’ve built in your business.
How We Support You
We offer an established transition process, continuity for your clients, and a meaningful next chapter. You’ll enjoy full support from our planning, investment, service, and operations teams while gradually shifting out of day-to-day involvement. Let us help you turn the next decade of your career into one of impact, legacy, and confidence.
What You’ll Do:
- Collaborate with our leadership team to gradually integrate your book into our home office client-centered model.
- Help identify and mentor a successor advisor to care for your clients and maintain the continuity of trust.
- Continue to provide oversight and strategic guidance while stepping back at a pace that feels right for you.
Ideal Candidate:
- Has built a successful career and wants to ensure their clients remain in good hands.
- Is seeking a retirement plan with structure, flexibility, and professionalism
- Values a culture of teamwork, high service standards, and client-first thinking.
- Possesses FINRA Series 7 & 66 (or 63 & 65) securities registrations.
- Your skills help us better connect with and support our diverse client base.
Why Join Us?
As a Magellan Financial Advisor, you will offer comprehensive wealth management advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional client experience by offering thoughtful guidance and Magellan partner referrals that deepen client relationships.
We can provide operational and administrative support to help ensure smooth transitions and business growth. We offer a fun, engaging environment with strong mentorship, full benefits (health, dental and vision ins), HSA plan, paid time off, 401(k) with match, profit sharing, and a clear path to advancement. You’ll play a key role in the growth of both your book and our team.
We care about the totality of our team members’ lives – not just about how they’re performing at work. What are their personal goals and how can we support them? When something is going on in their lives, how can we be there for them
Schedule: Monday to Friday, In Office/In Person, Flexible 8-hour shift
Location: 1605 N. Cedar Crest Blvd., Suite 111, Allentown, PA 18104
Contact: Cristy Joy Church, Operations Manager | Cristy.Church@wfafinet.com
Let’s Talk About Your Next Chapter
Whether you’re ready to begin succession planning or simply exploring options, we’re here to listen. Let’s have a confidential conversation about how Magellan Financial can help you transition with clarity, confidence, and care.
Schedule a Confidential Intro Call.