Managing Director: Lead & Grow Elite Advisory Team

WealthBridge Financial Group; Beaverton (OR); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm is seeking an experienced Managing Director to lead a team of financial advisors in Beaverton, Oregon. The ideal candidate will have at least 3 years of experience and a proven track record in client development and mentoring. This role includes responsibilities for recruiting fellow advisors and fostering a high-performance culture. Competitive benefits include top-tier health coverage, a 401(k) plan, and ongoing training support, allowing for significant career growth.

Qualifications

• Minimum of 3 years of experience in financial services.
• Active Life and Health License required.
• Leadership ability with a strong interest in mentoring.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture.

Skills

Client development

Relationship management

Leadership

Mentoring

Business-driven mindset

Job description

A financial services firm is seeking an experienced Managing Director to lead a team of financial advisors in Beaverton, Oregon. The ideal candidate will have at least 3 years of experience and a proven track record in client development and mentoring. This role includes responsibilities for recruiting fellow advisors and fostering a high-performance culture. Competitive benefits include top-tier health coverage, a 401(k) plan, and ongoing training support, allowing for significant career growth.