Managing Director

WealthBridge Financial Group; Moore (OK); Vor Ort; USD 180.000 - 320.000; Vollzeit

Benefits dieser Stelle

Health coverage including medical, ...

401(k) retirement plan with company

Life and disability insurance

Employee wellness programs

Career growth & training

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 experienced advisors while continuing your own client work and growing the practice.

You will recruit, mentor, and cultivate a high-performance culture that aligns with the firm’s 175-year heritage, while developing a leadership style that reflects your vision and drives long-term growth.

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 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.

Aufgaben

• Build and lead a team of experienced financial advisors.
• Continue your own client work while expanding the practice.
• Recruit, mentor, and develop high‑performing teams to drive growth.
• Shape the firm's future through strategic leadership and culture.

Kenntnisse

Leadership

Team development

Business development

Client relationship management

Mentoring

Strategic growth mindset

Jobbeschreibung

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