Managing Director, Financial Services & Team Growth

WealthBridge Financial Group; Walton (OR); On-site; USD 120,000 - 180,000; 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 in Oregon is seeking a Managing Director to lead a team of financial advisors. The ideal candidate will have at least 3 years of experience in the industry and a strong track record in client development and relationship management. This role combines personal client work with team leadership, requiring an active Life and Health License and preferably FINRA licenses. The company offers top-tier health coverage, a 401(k) retirement plan, and professional growth opportunities.

Qualifications

• 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.

Responsibilities

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

Skills

Client development

Leadership ability

Relationship management

Mentoring

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

A financial services firm in Oregon is seeking a Managing Director to lead a team of financial advisors. The ideal candidate will have at least 3 years of experience in the industry and a strong track record in client development and relationship management. This role combines personal client work with team leadership, requiring an active Life and Health License and preferably FINRA licenses. The company offers top-tier health coverage, a 401(k) retirement plan, and professional growth opportunities.