Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; City of Rochester (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage including medical, dental, and vision

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group, located in the City of Rochester, New York, is searching for a proven financial advisor to take on the role of Managing Director. This position involves building and leading a team of experienced advisors while maintaining personal client work.

The ideal candidate will have at least 3 years of experience in financial services and possess the necessary licenses. Exceptional benefits, including health coverage, retirement plans, and career growth opportunities, will be offered.

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, with sponsorship available.

Responsibilities

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

Skills

Client development

Relationship management

Leadership

Mentoring

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group, located in the City of Rochester, New York, is searching for a proven financial advisor to take on the role of Managing Director. This position involves building and leading a team of experienced advisors while maintaining personal client work.

The ideal candidate will have at least 3 years of experience in financial services and possess the necessary licenses. Exceptional benefits, including health coverage, retirement plans, and career growth opportunities, will be offered.