Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Town of Grand Island (NY); On-site; USD 90,000 - 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 is seeking a Managing Director in the Town of Grand Island, NY. This role is for a proven financial advisor ready to elevate their practice and lead a team. Responsibilities include building and mentoring a high-performing team, client work, and influencing the firm’s growth. Candidates must have a minimum of 3 years in financial services and relevant licenses. Benefits include top-tier health coverage, a 401(k) plan, and career growth opportunities.

Qualifications

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

Responsibilities

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

Skills

Client development

Mentoring

Team building

Leadership

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 Managing Director in the Town of Grand Island, NY. This role is for a proven financial advisor ready to elevate their practice and lead a team. Responsibilities include building and mentoring a high-performing team, client work, and influencing the firm’s growth. Candidates must have a minimum of 3 years in financial services and relevant licenses. Benefits include top-tier health coverage, a 401(k) plan, and career growth opportunities.