Managing Director

WealthBridge Financial Group; Bismarck (ND); Sur place; USD 150 000 - 220 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) retirement plan

Life and disability insurance

Wellness programs

Career growth & training

Résumé du poste

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role, combining personal client leadership with team-building responsibilities.

As MD, you will build and lead a team of experienced advisors, recruit and mentor, foster a high-performance culture, and help shape the firm's future growth. You’ll leverage the firm’s 175 years of history and brand strength while maintaining the freedom to grow your practice and implement your leadership style.

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).
• Must be authorized to work in the United States.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Continue your own client work while mentoring others.
• Recruit and develop high-performing advisors and cultivate a growth mindset.

Connaissances

Life & Health License

FINRA lic. (6/7/63/66)

Leadership

Client development

Mentoring

Regulatory knowledge

Description du poste

Overview

Managing Director | WealthBridge

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

As the Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who 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 firm’s future growth.

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.

Responsibilities

• 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

Benefits

• 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