Managing Director

WealthBridge Financial Group; Long Beach (MS); Vor Ort; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) match

Life and disability insurance

Wellness programs

Training opportunities

Zusammenfassung

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. This leadership position focuses on building and leading a team of advisors while continuing your own client work.

You will recruit and mentor professionals, foster a high-performance culture, and help shape the firm's future growth with backing from a firm history and brand strength.

Qualifikationen

• Minimum 3 years 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 if not held).
• Demonstrated success in client development, planning and relationship management.
• Leadership ability with interest in mentoring and building high-performing teams.

Aufgaben

• Lead and recruit a team of experienced financial advisors while maintaining your own client practice.
• Mentor advisors, foster a high-performance culture, and shape the firm's growth strategy.

Kenntnisse

Leadership

Mentoring

Client development

Relationship management

Strategic planning

Tools

FINRA Licenses

Series 6/7

Series 63/66

Jobbeschreibung

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