Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; North Carolina; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in North Carolina is seeking a proven financial advisor for a strategic Managing Director role. This position is perfect for an experienced advisor ready to lead and grow a team of financial advisors, all while developing their personal practice.

You'll enjoy comprehensive benefits including top-tier health coverage, a 401(k) retirement plan with company match, and wellness programs. The firm offers support and infrastructure rooted in over 175 years of history.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development and planning.
• Must have a business-driven mindset with a long-term vision for growth.

Responsibilities

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

Skills

Client development

Leadership

Mentoring

Relationship management

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group in North Carolina is seeking a proven financial advisor for a strategic Managing Director role. This position is perfect for an experienced advisor ready to lead and grow a team of financial advisors, all while developing their personal practice.

You'll enjoy comprehensive benefits including top-tier health coverage, a 401(k) retirement plan with company match, and wellness programs. The firm offers support and infrastructure rooted in over 175 years of history.