Senior Wealth Advisor & Team Leader — Grow Your Practice

WealthBridge Financial Group; Indianapolis (IN); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

A leading financial services firm in Indianapolis seeks a proven financial advisor for the role of Managing Director. The ideal candidate will have at least 3 years of experience in financial services, focusing on building and leading a team of advisors while continuing personal client work. This position provides top-tier health benefits, a 401(k) match, and opportunities for career growth in an established firm with a strong legacy.

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.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture in the firm.

Skills

Leadership ability

Client development

Planning

Relationship management

Business-driven mindset

Job description

A leading financial services firm in Indianapolis seeks a proven financial advisor for the role of Managing Director. The ideal candidate will have at least 3 years of experience in financial services, focusing on building and leading a team of advisors while continuing personal client work. This position provides top-tier health benefits, a 401(k) match, and opportunities for career growth in an established firm with a strong legacy.