Managing Director, Financial Services & Team Growth

WealthBridge Financial Group; Jasper (OR); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm is seeking a Managing Director to lead a team of financial advisors in Jasper, Oregon. The ideal candidate will have at least 3 years in financial services, a strong client development background, and a commitment to mentoring. This role offers significant growth opportunities and comprehensive benefits, including top-tier health coverage and a 401(k) plan. The company emphasizes personal and team development, allowing leaders to shape their practices with the firm's extensive support.

Qualifications

• Minimum of 3 years of experience in financial services.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred.

Responsibilities

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

Skills

Leadership ability

Client development

Mentoring

Business-driven mindset

Job description

A financial services firm is seeking a Managing Director to lead a team of financial advisors in Jasper, Oregon. The ideal candidate will have at least 3 years in financial services, a strong client development background, and a commitment to mentoring. This role offers significant growth opportunities and comprehensive benefits, including top-tier health coverage and a 401(k) plan. The company emphasizes personal and team development, allowing leaders to shape their practices with the firm's extensive support.