Managing Director: Lead & Grow a High-Performance Wealth Team

WealthBridge Financial Group; Bossier City (LA); Vor Ort; USD 150.000 - 300.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage including M/D

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Zusammenfassung

WealthBridge Financial Group is seeking a Managing Director to lead and expand its advisor team while continuing to manage a personal client practice. The role emphasizes leadership, recruitment, mentorship, and driving a high-performance culture across the firm.

The ideal candidate has a proven track record in financial services, a growing personal practice, and licenses aligned with the role. It offers strategic leadership with long-term growth opportunities within a historic firm.

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 available if not held).
• Demonstrated success in client development, planning and relationship management.
• Leadership ability with an interest in mentoring and building high-performing teams.

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 growth strategy.
• Develop leadership practices reflecting the firm's vision.

Kenntnisse

Leadership

Client development

Relationship management

Strategic planning

Business mindset

Mentoring / coaching

Jobbeschreibung

WealthBridge Financial Group is seeking a Managing Director to lead and expand its advisor team while continuing to manage a personal client practice. The role emphasizes leadership, recruitment, mentorship, and driving a high-performance culture across the firm.

The ideal candidate has a proven track record in financial services, a growing personal practice, and licenses aligned with the role. It offers strategic leadership with long-term growth opportunities within a historic firm.