Managing Director

WealthBridge Financial Group; Town of Grand Island (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Zusammenfassung

WealthBridge Financial Group is seeking a Managing Director in the Town of Grand Island, NY. This role is for a proven financial advisor ready to elevate their practice and lead a team. Responsibilities include building and mentoring a high-performing team, client work, and influencing the firm’s growth. Candidates must have a minimum of 3 years in financial services and relevant licenses. Benefits include top-tier health coverage, a 401(k) plan, and career growth opportunities.

Qualifikationen

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development, planning, and relationship management.
• Must be authorized to work in the United States.

Aufgaben

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture.

Kenntnisse

Client development

Mentoring

Team building

Leadership

Business-driven mindset

Ausbildung

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

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 successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Responsibilities

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.

• 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