Lead Financial Advisor & Practice Growth Leader

WealthBridge Financial Group; Owasso (OK); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company/po

Life and disability insurance

Wellness programs

Ongoing training support

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position centers on leading a team and continuing your own client work, while expanding the practice and reinforcing the firm’s reputation.

As MD you will recruit, mentor, and develop advisors, drive a high-performance culture, and help shape the firm’s growth trajectory within a respected, long-established organization.

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).
• Leadership ability with interest in mentoring and building teams.

Responsibilities

• Build and lead a team of experienced financial advisors while maintaining your client practice.
• Recruit, mentor, and develop high-performing advisors to grow the firm.
• Foster a high-performance culture and shape future growth strategy.

Skills

Financial advisory

Team leadership

Business development

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Portfolio management software

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position centers on leading a team and continuing your own client work, while expanding the practice and reinforcing the firm’s reputation.

As MD you will recruit, mentor, and develop advisors, drive a high-performance culture, and help shape the firm’s growth trajectory within a respected, long-established organization.