Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Town of Texas (WI); 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 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.

Qualifications

• 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.

Responsibilities

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

Skills

Client development

Planning

Relationship management

Leadership

Mentoring

Business-driven mindset

Job description

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.