Executive Director, Wealth Advisory & Team Growth

WealthBridge Financial Group; Meridian (ID); Vor Ort; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

Health coverage including medical, and

401(k) retirement plan with company1s

Life and disability insurance

Employee wellness programs

Ongoing training and career growth

Zusammenfassung

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This opportunity is ideal for an experienced advisor who has built a personal practice and now seeks a leadership position focused on growth, mentorship, and team development while continuing client work.

As Managing Director, you will build and lead a team of advisors, recruit and mentor, foster a high-performance culture, and help shape the firm's future growth, backed by our 175 years of

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.
• Continue your own client work while recruiting and mentoring others.
• Foster a high-performance culture and shape the firm’s growth strategy.

Kenntnisse

Team leadership

Business development

Client relationship management

Licensing & compliance

Mentorship

Tools

FINRA Series 6/7/63/66 licenses

Jobbeschreibung

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This opportunity is ideal for an experienced advisor who has built a personal practice and now seeks a leadership position focused on growth, mentorship, and team development while continuing client work.

As Managing Director, you will build and lead a team of advisors, recruit and mentor, foster a high-performance culture, and help shape the firm's future growth, backed by our 175 years of