Managing Director: Lead Top Advisors & Scale Your Practice

WealthBridge Financial Group; Athens (AL); 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 financial services firm in Athens is seeking an experienced Managing Director to lead a team of financial advisors. This role focuses on both personal client work and team leadership, emphasizing building a high-performance culture. Candidates should have at least 3 years of experience in financial services, an active Life and Health License, and a strong track record in client development. The firm offers robust support and benefits including health coverage, 401(k) matching, and career growth opportunities.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License is required.
• Demonstrated success in client development, planning, and relationship management.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to foster a high-performance culture.
• Shape the future growth of the firm while continuing personal client work.

Skills

Client development

Leadership ability

Mentoring

Business-driven mindset

Job description

A financial services firm in Athens is seeking an experienced Managing Director to lead a team of financial advisors. This role focuses on both personal client work and team leadership, emphasizing building a high-performance culture. Candidates should have at least 3 years of experience in financial services, an active Life and Health License, and a strong track record in client development. The firm offers robust support and benefits including health coverage, 401(k) matching, and career growth opportunities.