Managing Director: Lead Elite Financial Advisory Team

WealthBridge Financial Group; Cottage Grove (MN); Sur place; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training & growth

Résumé du poste

WealthBridge Financial Group is seeking a Managing Director to lead and grow a high-performing team of financial advisors while maintaining a personal client practice. The role emphasizes recruitment, mentorship, and strategic growth within a firm with deep history.

The successful candidate will drive client development and relationship management, fostering a culture of excellence and long-term vision in a US-based practice.

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 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.

Responsabilités

• Build and lead a team of experienced financial advisors while continuing personal client work.
• Recruit and mentor fellow advisors to elevate practices.
• Foster a high-performance culture and shape future growth for the firm.

Connaissances

Leadership

Mentoring

Client development

Relationship management

Strategic growth

Formation

Life & Health Insurance License

FINRA Series 6/7 and 63/66

Description du poste

WealthBridge Financial Group is seeking a Managing Director to lead and grow a high-performing team of financial advisors while maintaining a personal client practice. The role emphasizes recruitment, mentorship, and strategic growth within a firm with deep history.

The successful candidate will drive client development and relationship management, fostering a culture of excellence and long-term vision in a US-based practice.