Senior Financial Advisor & Team Leader

WealthBridge Financial Group; Crown Point (IN); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness resources

Training opportunities

Job summary

WealthBridge Financial Group is seeking a Market Leader to build and lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and shape a high-performance culture to drive future growth.

The role emphasizes leadership, client development, and a long-term vision for expanding the practice within a storied firm with strong brand and support.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• Leadership and mentoring ability to build high-performing teams.
• Authorized to work in the United States.
• Demonstrated success in client development and relationship management.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture within the firm.
• Balance personal client work with leadership responsibilities.

Skills

Client development

Leadership

Mentoring

Business mindset

Tools

FINRA licenses (6/7, 63/66)

Job description

WealthBridge Financial Group is seeking a Market Leader to build and lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and shape a high-performance culture to drive future growth.

The role emphasizes leadership, client development, and a long-term vision for expanding the practice within a storied firm with strong brand and support.