Managing Director: Lead a High-Impact Wealth Team

WealthBridge Financial Group

Lisbon (ND)

On-site

USD 150,000 - 190,000

Full time

8 days ago
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Benefits offered by this job

Top-tier health coverage
401(k) retirement plan with company
Life and disability insurance
Employee wellness programs and mental

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. You will continue your client work while building and leading a team of experienced advisors to elevate practices and drive growth.

You will recruit, mentor, and develop top performers, fostering a high-performance culture. With 175 years of history, you’ll leverage strong infrastructure and brand to grow your practice while shaping your leadership style.

Qualifications

  • 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 available).
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership with mentoring and building high-performing teams.
  • 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.
  • Help shape the future growth of the firm.

Skills

Leadership
Client development
Mentoring
Strategic growth
Financial services experience

Job description

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. You will continue your client work while building and leading a team of experienced advisors to elevate practices and drive growth.

You will recruit, mentor, and develop top performers, fostering a high-performance culture. With 175 years of history, you’ll leverage strong infrastructure and brand to grow your practice while shaping your leadership style.

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