Managing Director: Lead & Grow Elite Advisory Team

WealthBridge Financial Group; Portland (OR); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health insurance

401(k) match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A leading financial services firm in Portland, Oregon, is seeking a Managing Director to build and lead a team of financial advisors. The ideal candidate will have a track record of client development and leadership skills. Responsibilities include mentoring advisors and fostering a high-performance culture. The role offers comprehensive benefits, including health coverage and a 401(k) retirement plan. This is an excellent opportunity for seasoned financial professionals looking to elevate their career in a supportive environment.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in developing client relationships.
• 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

Leadership

Relationship management

Mentoring

Business acumen

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

A leading financial services firm in Portland, Oregon, is seeking a Managing Director to build and lead a team of financial advisors. The ideal candidate will have a track record of client development and leadership skills. Responsibilities include mentoring advisors and fostering a high-performance culture. The role offers comprehensive benefits, including health coverage and a 401(k) retirement plan. This is an excellent opportunity for seasoned financial professionals looking to elevate their career in a supportive environment.