Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Texas; In loco; USD 100.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Descrizione del lavoro

WealthBridge Financial Group is seeking a Managing Director in Wisconsin. This strategic role is for a proven financial advisor ready to build and lead a team of advisors. Responsibilities include recruiting, mentoring, and fostering a high-performance culture. Candidates must have at least 3 years in financial services, an Active Life and Health License, and preferred FINRA licenses. Benefits include top-tier health coverage, a 401(k) plan with matching, and career growth opportunities.

Competenze

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred, sponsorship available.

Mansioni

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

Conoscenze

Client development

Planning

Relationship management

Leadership

Mentoring

Business-driven mindset

Descrizione del lavoro

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be onbuilding and leading a team of experienced financial advisorswho are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred(sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support