Managing Director & Wealth Team Leader

WealthBridge Financial Group

Fargo (ND)

On-site

USD 180,000 - 320,000

Full time

13 days ago

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Benefits offered by this job

Health coverage
401(k) match
Life insurance
Wellness programs
Training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This leadership position focuses on building and leading a team of experienced advisors, while continuing your own client work. You will recruit, mentor, and foster a high-performance culture to drive long-term growth.

You’ll leverage the firm’s 175+ years of history, strong infrastructure, and brand to expand practices, develop leadership, and shape future growth in a dynamic environment.

Qualifications

  • Minimum of 3 years of experience in financial services with a growing personal practice.

Responsibilities

  • Lead a team of experienced financial advisors.
  • Recruit and mentor fellow advisors, foster a high-performance culture.
  • Continue personal client work while developing team growth strategy.

Skills

Leadership
Mentoring
Client development
Relationship management
Strategic thinking
Team building

Tools

FINRA Series 6/7
FINRA Series 63/66

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This leadership position focuses on building and leading a team of experienced advisors, while continuing your own client work. You will recruit, mentor, and foster a high-performance culture to drive long-term growth.

You’ll leverage the firm’s 175+ years of history, strong infrastructure, and brand to expand practices, develop leadership, and shape future growth in a dynamic environment.

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