Managing Director: Lead Advisors & Grow Your Practice

WealthBridge Financial Group; Vestavia Hills (AL); Vor Ort; USD 200.000 - 320.000; Vollzeit

Benefits dieser Stelle

Health coverage (medical, dental, and

401(k) retirement plan with company-m​

Life and disability insurance

Employee wellness programs

Training and career growth

Zusammenfassung

WealthBridge Financial Group in Vestavia Hills, AL is seeking a Managing Director and proven financial advisor to lead a growing practice. You will continue client work while recruiting, mentoring and developing a high-performing team of advisors, shaping the firm's future growth with your leadership.

The role offers the resources and brand strength of WealthBridge, a firm with a long history, and the freedom to grow your practice while expanding your leadership capabilities.

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 your personal client work while expanding the practice.
• Shape the future growth and strategy of the firm.

Kenntnisse

Leadership

Business development

Mentoring

Client relationship management

Ausbildung

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

Jobbeschreibung

WealthBridge Financial Group in Vestavia Hills, AL is seeking a Managing Director and proven financial advisor to lead a growing practice. You will continue client work while recruiting, mentoring and developing a high-performing team of advisors, shaping the firm's future growth with your leadership.

The role offers the resources and brand strength of WealthBridge, a firm with a long history, and the freedom to grow your practice while expanding your leadership capabilities.