Managing Director

WealthBridge Financial Group; Missoula (MT); Sur place; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Ongoing training

Résumé du poste

WealthBridge Financial Group seeks a proven financial advisor for a Managing Director role to lead and grow a high-performing team while maintaining personal client work.

The incumbent will recruit and mentor colleagues, shape the culture, and help steer the firm’s future growth with the support and brand strength of a long-established practice.

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 available).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Must be authorized to work in the United States.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Continue your own client work while mentoring others.
• Recruit, mentor, and develop high-performing advisor teams.
• Foster a high-performance culture and guide growth of the practice.

Connaissances

Leadership

Business development

Mentoring

Team building

Formation

Life and Health License

FINRA Series 6/7 and 63/66 licenses

Description du poste

Overview

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

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