Managing Director: Lead Top Advisors & Scale Your Practice

WealthBridge Financial Group

Pike Road (AL)

On-site

USD 150,000 - 300,000

Full time

14 days+
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Benefits offered by this job

Top-tier health coverage
401(k) retirement plan
Life and disability insurance
Employee wellness programs
Career growth opportunities

Job summary

A financial services firm is seeking a Managing Director to build and lead a team of financial advisors. The ideal candidate will have a proven track record in client development and at least 3 years of experience in financial services. Responsibilities include mentoring fellow advisors, fostering a high-performance culture, and shaping the firm's growth. This role offers comprehensive benefits, including health coverage and a 401(k) retirement plan.

Qualifications

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

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
Relationship management

Job description

A financial services firm is seeking a Managing Director to build and lead a team of financial advisors. The ideal candidate will have a proven track record in client development and at least 3 years of experience in financial services. Responsibilities include mentoring fellow advisors, fostering a high-performance culture, and shaping the firm's growth. This role offers comprehensive benefits, including health coverage and a 401(k) retirement plan.
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