Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Boise (ID); Vor Ort; USD 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Zusammenfassung

WealthBridge Financial Group seeks an experienced Managing Director to lead a team of financial advisors in Boise, Idaho. This role involves building and mentoring a team while continuing your own client work. You will have support from a reputable firm with over 175 years of history. Ideal candidates will have over 3 years in financial services, leadership abilities, and active licenses. Competitive benefits include top-tier health coverage, a 401(k) match, and ongoing training support.

Qualifikationen

• 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, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Must be authorized to work in the United States.

Aufgaben

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture.
• Shape the future growth of the firm.

Kenntnisse

Client development

Mentoring

Leadership

Relationship management

Business-driven mindset

Jobbeschreibung

WealthBridge Financial Group seeks an experienced Managing Director to lead a team of financial advisors in Boise, Idaho. This role involves building and mentoring a team while continuing your own client work. You will have support from a reputable firm with over 175 years of history. Ideal candidates will have over 3 years in financial services, leadership abilities, and active licenses. Competitive benefits include top-tier health coverage, a 401(k) match, and ongoing training support.