Managing Director

WealthBridge Financial Group; Minot (ND); Vor Ort; USD 180.000 - 280.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage

401(k) retirement plan with company 
匹

Life and disability insurance

Employee wellness programs

Career growth opportunities and formal

Zusammenfassung

WealthBridge Financial Group is seeking a Managing Director to lead and grow a team of experienced financial advisors. The role combines continuing your own client work with recruiting and mentoring others to build a high-performance advisory practice.

You will shape the firm’s growth, guided by a long-standing brand and infrastructure, while developing a leadership style that aligns with your vision and client-centric approach.

Qualifikationen

• 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 if not currently held)
• Must be authorized to work in the United States.

Aufgaben

• Build and lead a team of experienced financial advisors.
• Continue your own client work while leading the team.
• Recruit and mentor fellow advisors, fostering a high-performance culture.
• Help shape the firm’s future growth and strategy.
• Leverage the firm’s 175+ years of history while developing your leadership style.

Kenntnisse

Client development

Relationship management

Leadership

Mentoring

Jobbeschreibung

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