Growth MD: Lead & Mentor Elite Financial Advisors

WealthBridge Financial Group; Redmond (OR); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A leading financial services firm in Oregon seeks a proven Managing Director to lead a team of financial advisors. Ideal candidates will have over 3 years of experience in financial services and a successful personal practice. Responsibilities include mentoring advisors, fostering a high-performance culture, and developing client relationships. The firm offers comprehensive health coverage, a 401(k) retirement plan, and opportunities for career growth and training.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• Demonstrated success in client development and planning.

Responsibilities

• Build and lead a team of financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture.

Skills

Client development

Relationship management

Leadership

Team building

Tools

FINRA Series 6/7

FINRA Series 63/66

Job description

A leading financial services firm in Oregon seeks a proven Managing Director to lead a team of financial advisors. Ideal candidates will have over 3 years of experience in financial services and a successful personal practice. Responsibilities include mentoring advisors, fostering a high-performance culture, and developing client relationships. The firm offers comprehensive health coverage, a 401(k) retirement plan, and opportunities for career growth and training.