Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Morristown (TN); 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 is looking for a Managing Director in Morristown, TN. This role is suited for a proven financial advisor ready to take on leadership responsibilities. The Managing Director will focus on building and leading a team of financial advisors while continuing their own client work. Benefits include top-tier health coverage, a 401(k) retirement plan, life insurance, and career growth opportunities. Active Life and Health License required, and FINRA licenses preferred.

Qualifications

• Minimum of 3 years of experience in financial services.
• Demonstrated success in client development and planning.
• Leadership ability with a strong interest in mentoring.

Responsibilities

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

Skills

Client development

Planning

Relationship management

Mentoring

Leadership

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is looking for a Managing Director in Morristown, TN. This role is suited for a proven financial advisor ready to take on leadership responsibilities. The Managing Director will focus on building and leading a team of financial advisors while continuing their own client work. Benefits include top-tier health coverage, a 401(k) retirement plan, life insurance, and career growth opportunities. Active Life and Health License required, and FINRA licenses preferred.