Managing Director: Lead & Grow Elite Advisory Team

WealthBridge Financial Group; O’Fallon (MO); On-site; USD 100,000 - 150,000; 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 leading financial services firm in O’Fallon, Missouri is seeking a Managing Director. This role focuses on building and leading a team of financial advisors while continuing personal client work. The ideal candidate should have a minimum of 3 years of experience in financial services, an Active Life and Health License, and a passion for mentoring. The firm offers top-tier health coverage, a 401(k) retirement plan, life and disability insurance, and career growth opportunities.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development, planning, and relationship management.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Shape the future growth of the firm.

Skills

Client development

Leadership

Mentoring

Financial planning

Relationship management

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

A leading financial services firm in O’Fallon, Missouri is seeking a Managing Director. This role focuses on building and leading a team of financial advisors while continuing personal client work. The ideal candidate should have a minimum of 3 years of experience in financial services, an Active Life and Health License, and a passion for mentoring. The firm offers top-tier health coverage, a 401(k) retirement plan, life and disability insurance, and career growth opportunities.