Managing Director: Lead Advisors & Grow Your Practice

WealthBridge Financial Group; Alamosa (CO); Vor Ort; USD 150.000 - 230.000; Vollzeit

Zusammenfassung

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory background to lead and grow a team of experienced advisors. You will continue your client work while recruiting, mentoring, and shaping the firm's long-term growth strategy.

The role emphasizes leadership development, a high-performance culture, and leveraging the firm's 175+ year history to empower your practice.

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

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Continue personal client work while shaping the firm's future growth.
• Develop leadership style aligned with the firm's vision.

Kenntnisse

Leadership

Mentoring

Team building

Client development

Relationship management

Strategic growth mindset

Business development

Life & Health License

US work authorization

Ausbildung

Life & Health License

FINRA Series 6/7 and 63/66 licenses

Jobbeschreibung

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory background to lead and grow a team of experienced advisors. You will continue your client work while recruiting, mentoring, and shaping the firm's long-term growth strategy.

The role emphasizes leadership development, a high-performance culture, and leveraging the firm's 175+ year history to empower your practice.