Managing Director

WealthBridge Financial Group; Eagan (MN); Presencial; USD 180 000 - 340 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training opportunities

Resumo da oferta

WealthBridge Financial Group seeks a Managing Director with a proven financial advisory practice to lead and grow our team of experienced advisors. You will continue your own client work while building and guiding a high-performing group focused on service expansion and leadership development.

You will recruit, mentor, and empower others, fostering a culture of excellence, while leveraging the firm's long history and resources to shape future growth and client outcomes.

Qualificações

• 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

Responsabilidades

• Build and lead a team of experienced financial advisors.
• Recruit, mentor, and develop advisors for higher performance.
• Foster a high-performance culture and strategic growth.
• Continue personal client work while expanding the firm's practice.

Conhecimentos

Leadership

Client development

Financial services

Mentoring

Descrição da oferta de emprego

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing 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 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 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.

Requirements

• 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