Leader, Advisor Growth & Practice Expansion

Wealthbridge-Financial-Group; Westlake (OH); In loco; USD 180.000 - 320.000; Tempo pieno

Vantaggi offerti da questo lavoro

Top-tier health coverage

401(k) with match

Life and disability insurance

Wellness programs

Career growth opportunities

Descrizione del lavoro

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director, Advisor Growth role. You will lead a team of experienced advisors, recruit and mentor new talent, and continue your own client work to drive growth.

With 175 years of history and robust brand support, you will shape the firm’s future while maintaining your practice, developing leadership style, and progressing in a high-performance culture across the organization.

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).
• Demonstrated success in client development, planning and relationship management.
• Leadership ability with mentoring and building high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Must be authorized to work in the United States.

Mansioni

• Build and lead a team of experienced financial advisors.
• Continue your own client work while guiding the team.
• Recruit and mentor fellow advisors for growth.
• Foster a high-performance culture and shape future growth.
• Collaborate with leadership to align strategy and execution.

Conoscenze

Leadership

Client development

Mentoring

Business acumen

Licensed advisor (Life & Health)

Work authorization (US)

Descrizione del lavoro

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director, Advisor Growth role. You will lead a team of experienced advisors, recruit and mentor new talent, and continue your own client work to drive growth.

With 175 years of history and robust brand support, you will shape the firm’s future while maintaining your practice, developing leadership style, and progressing in a high-performance culture across the organization.