Managing Director: Lead a Top Financial Advisory Team

WealthBridge Financial Group; Caldwell (ID); Vor Ort; USD 120.000 - 240.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Zusammenfassung

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing your own client practice. This leadership role combines strategic growth with hands-on relationship management and practice development.

You will recruit, mentor, and empower advisors, fostering a high-performance culture and shaping the firm’s future. With the firm’s 175+ years of history, you’ll have strong branding and infrastructure to expand your practice and your

Qualifikationen

• 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 and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term vision for growth.
• Must be authorized to work in the United States.

Aufgaben

• Lead and build a team of experienced financial advisors while continuing personal client work.
• Recruit, mentor, and develop fellow advisors to raise practice standards.
• Foster a high-performance culture and guide firm growth strategy.
• Balance leadership duties with ongoing client-service activities.

Kenntnisse

Leadership

Mentoring

Client development

Relationship management

Team building

Strategic growth

Ausbildung

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Jobbeschreibung

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing your own client practice. This leadership role combines strategic growth with hands-on relationship management and practice development.

You will recruit, mentor, and empower advisors, fostering a high-performance culture and shaping the firm’s future. With the firm’s 175+ years of history, you’ll have strong branding and infrastructure to expand your practice and your