Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Oklahoma; 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 to build and lead a team of financial advisors. The ideal candidate will have at least 3 years of experience in financial services and hold necessary licenses. Key responsibilities include mentoring others, cultivating a high-performance culture, and developing personal practices. The position offers comprehensive health coverage, a 401(k) plan with company match, and opportunities for career growth and training.

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.

Responsibilities

• Building and leading a team of experienced financial advisors.
• Recruiting and mentoring fellow advisors.
• Fostering a high-performance culture.

Skills

Client development

Mentoring

Leadership ability

Business-driven mindset

Tools

FINRA Series 6/7

FINRA Series 63/66

Job description

WealthBridge Financial Group is looking for a Managing Director to build and lead a team of financial advisors. The ideal candidate will have at least 3 years of experience in financial services and hold necessary licenses. Key responsibilities include mentoring others, cultivating a high-performance culture, and developing personal practices. The position offers comprehensive health coverage, a 401(k) plan with company match, and opportunities for career growth and training.