Lead & Scale an Advisory Team — Managing Director

WealthBridge Financial Group; Kansas City (MO); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Kansas City is looking for a Managing Director to lead and develop a team of financial advisors. The ideal candidate will have a minimum of 3 years of experience in financial services and a successful personal practice. You’ll support team members while also growing your client base, shaping the team's growth and performance. This role includes top-tier health coverage, a 401(k) matching plan, and ongoing training opportunities.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development, planning, and relationship management.
• Business-driven mindset with a long-term vision for growth.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Shape the future growth of the firm.

Skills

Client development

Leadership ability

Planning

Relationship management

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group in Kansas City is looking for a Managing Director to lead and develop a team of financial advisors. The ideal candidate will have a minimum of 3 years of experience in financial services and a successful personal practice. You’ll support team members while also growing your client base, shaping the team's growth and performance. This role includes top-tier health coverage, a 401(k) matching plan, and ongoing training opportunities.