Managing Director

WealthBridge Financial Group; Garden City (ID); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Résumé du poste

WealthBridge Financial Group is looking for a Managing Director in Garden City, Idaho, who will build and lead a team of financial advisors while continuing personal client work. This role requires at least 3 years of experience and an Active Life and Health License.

The ideal candidate will demonstrate success in client development and team mentoring, contributing to the firm's growth and culture.

Excellent benefits include top-tier health coverage, a 401(k) retirement plan, 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.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture and shape future growth.

Connaissances

Building and leading teams

Client development

Mentoring

Relationship management

Business-driven mindset

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 successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Responsibilities

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.

• 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