Managing Director & Growth Coach - Wealth Advisory Leader

WealthBridge Financial Group; Roswell (NM); On-site; USD 120,000 - 180,000; Full time

Job summary

WealthBridge Financial Group in Roswell, NM is seeking a Managing Director to lead and grow our team of financial advisors. This player/coach role combines leadership with maintaining a thriving personal practice and delivering exceptional service to clients.

You will mentor advisors, expand client portfolios, and execute strategic initiatives to drive growth while upholding WealthBridge's standards and values.

Qualifications

• Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice.
• Active Life and Health insurance license required.
• FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held.
• Strong leadership and team development skills.

Responsibilities

• Mentor financial advisors and expand client portfolios.
• Lead by example in a player/coach capacity while maintaining a personal practice.
• Develop and execute strategic initiatives to grow the business.
• Deliver exceptional service aligned with WealthBridge Financial Group standards.

Skills

Leadership

Mentoring Advisors

Client Relationship Management

Strategic Growth

Communication Skills

Job description

WealthBridge Financial Group in Roswell, NM is seeking a Managing Director to lead and grow our team of financial advisors. This player/coach role combines leadership with maintaining a thriving personal practice and delivering exceptional service to clients.

You will mentor advisors, expand client portfolios, and execute strategic initiatives to drive growth while upholding WealthBridge's standards and values.