Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Yankton (SD); On-site; USD 85,000 - 120,000; 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 proven financial advisor for the role of Managing Director in Yankton, South Dakota. This leadership position focuses on building and guiding a team of experienced financial advisors while continuing personal client work.

You'll be able to mentor fellow advisors, foster a high-performance culture, and benefit from the firm's strong support and 175 years of history. Ideal candidates will have a minimum of 3 years of experience and necessary financial licenses.

The role offers top-tier health coverage, a 401(k) plan with company match, and opportunities for career growth.

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.
• 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.

Responsibilities

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

Skills

Client development

Relationship management

Leadership

Mentoring

Business development

Job description

WealthBridge Financial Group is looking for a proven financial advisor for the role of Managing Director in Yankton, South Dakota. This leadership position focuses on building and guiding a team of experienced financial advisors while continuing personal client work.

You'll be able to mentor fellow advisors, foster a high-performance culture, and benefit from the firm's strong support and 175 years of history. Ideal candidates will have a minimum of 3 years of experience and necessary financial licenses.

The role offers top-tier health coverage, a 401(k) plan with company match, and opportunities for career growth.