Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Boise (ID); 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 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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client development

Mentoring

Leadership

Relationship management

Business-driven mindset

Job description

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.