Managing Director: Lead Wealth Advisory Team

WealthBridge Financial Group; Bath (SD); Presencial; USD 180 000 - 350 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Top-tier health coverage

401(k) retirement plan with company 4%

Life and disability insurance

Employee wellness programs

Career growth opportunities and formal

Resumo da oferta

WealthBridge Financial Group in the United States seeks a Managing Director who has an established personal practice and a track record of client growth to lead a team of experienced financial advisors.

In addition to continuing your own client work, you will recruit, mentor, and develop advisors, shape the firm's growth strategy, and build a high-performance culture with the firm's extensive support and brand.

Qualificações

• 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.

Responsabilidades

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to grow the practice.
• Foster a high-performance culture across the firm.
• Maintain and grow your own client work while expanding the advisory team.
• Contribute to shaping the firm's growth strategy and brand.

Conhecimentos

Client development

Leadership

Mentoring

Relationship management

Strategic growth

Formação académica

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

Descrição da oferta de emprego

WealthBridge Financial Group in the United States seeks a Managing Director who has an established personal practice and a track record of client growth to lead a team of experienced financial advisors.

In addition to continuing your own client work, you will recruit, mentor, and develop advisors, shape the firm's growth strategy, and build a high-performance culture with the firm's extensive support and brand.