Managing Director: Lead & Scale an Elite Financial Advisory Team

WealthBridge Financial Group; Roca (NE); In loco; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Ongoing training support

Descrizione del lavoro

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role that emphasizes leading a team while continuing personal client work. You will recruit and mentor fellow advisors, foster a high-performance culture, and help shape the firm's future growth.

The position offers the support and brand strength of a long-established firm, with freedom to grow your practice and implement your leadership vision.

Competenze

• 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.

Mansioni

• Build and lead a team of experienced financial advisors.
• Continue your own client work while developing others.
• Recruit and mentor fellow advisors to grow the practice.
• Foster a high-performance culture and shape future growth.
• Leverage the firm’s resources, infrastructure, and brand strength to scale the practice.

Conoscenze

Team Leadership

Client Development

Relationship Management

Mentoring

Descrizione del lavoro

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role that emphasizes leading a team while continuing personal client work. You will recruit and mentor fellow advisors, foster a high-performance culture, and help shape the firm's future growth.

The position offers the support and brand strength of a long-established firm, with freedom to grow your practice and implement your leadership vision.