Lead Financial Advisor & High-Impact Team Builder

WealthBridge Financial Group; Louisville (KY); Sur place; USD 140 000 - 260 000; Plein temps

Avantages offerts par ce poste

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Résumé du poste

WealthBridge Financial Group is seeking a proven financial advisor for a Managing Director role focused on leadership, growth, and client service. You will build and lead a team of experienced advisors while continuing to manage your own book.

The role emphasizes mentoring, recruiting, fostering a high-performance culture, and shaping the firm's future with your leadership. The firm offers strong brand, history, and support to scale your practice.

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 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.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture and help shape future growth.
• Continue your own client work while growing the practice.
• Shape the firm's future growth with a leadership style reflecting your vision.

Connaissances

Leadership

Mentoring

Team building

Client development

Strategic thinking

Formation

Life and Health Licenses

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

Description du poste

WealthBridge Financial Group is seeking a proven financial advisor for a Managing Director role focused on leadership, growth, and client service. You will build and lead a team of experienced advisors while continuing to manage your own book.

The role emphasizes mentoring, recruiting, fostering a high-performance culture, and shaping the firm's future with your leadership. The firm offers strong brand, history, and support to scale your practice.