Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Colorado Springs (CO); On-site; USD 90,000 - 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 is seeking a proven financial advisor for the Managing Director role in Colorado Springs. This key position involves building and mentoring a team of experienced financial advisors while continuing to develop a personal practice. Candidates must have a minimum of 3 years in financial services, possess an Active Life and Health License, and show demonstrated success in client development. The role comes with excellent benefits, including health coverage and a 401(k) retirement plan.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Must be authorized to work in the United States.
• Demonstrated success in client development and planning.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to foster a high-performance culture.
• Shape the future growth of the firm while maintaining client work.

Skills

Client development

Mentoring

Leadership ability

Relationship management

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor for the Managing Director role in Colorado Springs. This key position involves building and mentoring a team of experienced financial advisors while continuing to develop a personal practice. Candidates must have a minimum of 3 years in financial services, possess an Active Life and Health License, and show demonstrated success in client development. The role comes with excellent benefits, including health coverage and a 401(k) retirement plan.