Managing Director

WealthBridge Financial Group; Hann. Münden; Vor Ort; EUR 130.000 - 225.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage

401(k) with company match

Life and disability insurance

Employee wellness programs

Career development & training

Zusammenfassung

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. This is ideal for an experienced advisor who built a personal practice and now aims to lead others while growing the firm.

As Managing Director, you will build and lead a team of experienced financial advisors, recruit and mentor peers, and shape the future growth of the practice, while continuing your own client work and leveraging the firm’s strong brand and resources.

Qualifikationen

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term vision for growth.
• Must be authorized to work in the United States.

Aufgaben

• Build and lead a team of experienced financial advisors.
• Recruit, mentor, and develop advisors.
• Continue personal client work while growing the practice.
• Foster a high-performance culture and future growth.

Kenntnisse

Leadership

Mentoring

Client development

Business growth

Team building

Ausbildung

FINRA Series 6/7 and 63/66 licenses

Life and Health Insurance License

Jobbeschreibung

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term vision for growth.
• Must be authorized to work in the United States.

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents.
• 401(k) retirement plan with company match to help you build long-term security.
• Life and disability insurance for added peace of mind.
• Employee wellness programs and mental health resources.
• Career growth opportunities and ongoing training support.