Managing Director

WealthBridge Financial Group; Marrero (LA); Sur place; USD 150 000 - 240 000; Plein temps

Avantages offerts par ce poste

Health, dental and vision plans

401(k) with company match

Life and disability insurance

Wellness programs

Ongoing training support

Résumé du poste

WealthBridge Financial Group is seeking a Managing Director to lead a high-performing advisory team while maintaining an active client practice. You will recruit, mentor, and develop advisors, shaping the firm’s growth and culture with a focus on long-term vision.

You will benefit from the firm’s 175+ years of history, strong brand, and infrastructure while enjoying 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 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.

Responsabilités

• Build and lead a team of experienced financial advisors focused on elevating practices.
• Continue your own client work while expanding the firm’s client base.
• Recruit and mentor fellow advisors to foster a high-performance culture.
• Shape the future growth of the firm and its leadership bench.
• Partner with senior leadership to drive strategic initiatives and service standards.

Connaissances

Client development

Leadership

Mentoring

Business development

Networking

Description du poste

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