Executive Financial Advisor & Team Growth Leader

WealthBridge Financial Group; Oklahoma City (OK); Sur place; USD 160 000 - 300 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) with company match

Life & disability insurance

Wellness programs

Training & career growth

Résumé du poste

WealthBridge Financial Group is seeking a proven financial advisor for the role of Managing Director. You will build and lead a team of experienced advisors while continuing your own client work and mentoring teammates, with a focus on growth and leadership development.

You will benefit from the firm's long history, strong brand, and infrastructure as you shape the future of the practice and cultivate a high‑performance culture.

Qualifications

• 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 available if not held.
• Demonstrated success in client development, planning, and relationship management.
• Leadership with interest in mentoring and building high-performing teams.
• Authorized to work in the United States.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Continue your own client work while mentoring others.
• Foster a high-performance culture and shape future growth.

Connaissances

Leadership

Client development

Planning

Relationship management

Mentoring

Growth mindset

Formation

Life and Health License

FINRA Series 6/7 and 63/66 (preferred)

Description du poste

WealthBridge Financial Group is seeking a proven financial advisor for the role of Managing Director. You will build and lead a team of experienced advisors while continuing your own client work and mentoring teammates, with a focus on growth and leadership development.

You will benefit from the firm's long history, strong brand, and infrastructure as you shape the future of the practice and cultivate a high‑performance culture.