Lead & Scale an Advisory Team — Managing Director

WealthBridge Financial Group; Kansas City (MO); Presencial; USD 100.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Client development

Leadership ability

Planning

Relationship management

Educación

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Descripción del empleo

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.