Managing Director, Financial Services & Team Growth

WealthBridge Financial Group; Springfield (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 an experienced Managing Director to lead a team of financial advisors in Springfield, Oregon. The ideal candidate will have a minimum of 3 years in financial services, an active Life and Health License, and a strong focus on client development and leadership. This role offers top-tier health coverage, a 401(k) retirement plan, and ample career growth opportunities. Join us to shape your future and the firm’s success.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• Demonstrated success in client development and relationship management.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Shape the future growth of the firm.

Skills

Client development

Leadership

Relationship management

Mentoring

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

A financial services firm is seeking an experienced Managing Director to lead a team of financial advisors in Springfield, Oregon. The ideal candidate will have a minimum of 3 years in financial services, an active Life and Health License, and a strong focus on client development and leadership. This role offers top-tier health coverage, a 401(k) retirement plan, and ample career growth opportunities. Join us to shape your future and the firm’s success.