Managing Director - Lead Wealth Advisory Team

WealthBridge Financial Group; Owensboro (KY); On-site; USD 80,000 - 120,000; Full time

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

WealthBridge Financial Group is looking for a Managing Director to lead a team of financial advisors while also managing personal client work. The ideal candidate will have at least 3 years of experience in financial services, an active life and health license, and a passion for mentoring and leadership. This role offers a supportive environment with top-tier health coverage, a 401(k) plan, and opportunities for career growth. Join a firm with over 175 years of history in financial services.

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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue client work while mentoring fellow advisors.
• Foster a high-performance culture in the firm.

Skills

Client development

Team leadership

Mentoring

Relationship management

Business-driven mindset

Job description

WealthBridge Financial Group is looking for a Managing Director to lead a team of financial advisors while also managing personal client work. The ideal candidate will have at least 3 years of experience in financial services, an active life and health license, and a passion for mentoring and leadership. This role offers a supportive environment with top-tier health coverage, a 401(k) plan, and opportunities for career growth. Join a firm with over 175 years of history in financial services.