Managing Director & Wealth Team Leader

WealthBridge Financial Group; Pierceville (KS); Sur place; USD 180 000 - 280 000; Plein temps

Avantages offerts par ce poste

Top-tier health coverage

401(k) retirement plan with company‑匹配

Life and disability insurance

Wellness programs

Ongoing training

Résumé du poste

WealthBridge Financial Group is seeking a Managing Director to build and lead a team of experienced financial advisors while continuing your own client work. The role emphasizes leadership, mentoring, and shaping the firm's growth strategy.

Ideal candidates bring a proven personal practice, strong business development skills, and a long-term vision for expanding the practice within a collaborative, well-established firm with deep resources.

Qualifications

• 3+ years of financial services experience 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.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture and drive growth.
• Manage personal client work while expanding the firm's practice.
• Develop leadership style aligned with the firm's vision.

Connaissances

Leadership

Mentoring

Client development

Relationship management

Strategic thinking

Outils

Life and Health License

FINRA Series 6/7 License

FINRA Series 63/66 License

Description du poste

WealthBridge Financial Group is seeking a Managing Director to build and lead a team of experienced financial advisors while continuing your own client work. The role emphasizes leadership, mentoring, and shaping the firm's growth strategy.

Ideal candidates bring a proven personal practice, strong business development skills, and a long-term vision for expanding the practice within a collaborative, well-established firm with deep resources.