Managing Director: Lead & Scale Wealth Advisory Team

WealthBridge Financial Group; Lakewood (CO); Sur place; USD 180 000 - 320 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) plan with company match

Life and disability insurance

Wellness resources

Résumé du poste

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work.

You will recruit, mentor, and develop high-performing advisors, foster a performance-driven culture, and help shape the firm's future growth, backed by the firm's 175-year history and strong brand. This on-site Colorado opportunity requires a license and a track record in client

Qualifications

• 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

Responsabilités

• Build and lead a team of experienced financial advisors
• Continue your own client work while expanding the practice
• Recruit, mentor, and develop high-performing advisors
• Foster a high-performance culture and guide future growth

Connaissances

Financial services experience

Client development

Leadership

Mentoring

Team building

Growth mindset

Description du poste

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work.

You will recruit, mentor, and develop high-performing advisors, foster a performance-driven culture, and help shape the firm's future growth, backed by the firm's 175-year history and strong brand. This on-site Colorado opportunity requires a license and a track record in client