Wealth Advisory MD: Build & Lead High-Performing Team

WealthBridge Financial Group; Baton Rouge (LA); On-site; USD 90,000 - 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 seeks a Managing Director in Baton Rouge, Louisiana. This leadership role requires an experienced financial advisor with a successful personal practice. Focus on building and mentoring a team of advisors while maintaining personal client work. Key qualifications include a minimum of 3 years in financial services, active licenses, and a passion for mentoring. The position offers top-tier health coverage, a 401(k) match, and career growth opportunities.

Qualifications

• Minimum of 3 years experience in financial services with a growing personal practice.
• Proven success in client development, planning, and relationship management.
• Leadership ability with strong interest in mentoring.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to foster a high-performance culture.
• Shape the future growth of the firm while maintaining personal client work.

Skills

Client development

Leadership

Mentoring

Relationship management

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group seeks a Managing Director in Baton Rouge, Louisiana. This leadership role requires an experienced financial advisor with a successful personal practice. Focus on building and mentoring a team of advisors while maintaining personal client work. Key qualifications include a minimum of 3 years in financial services, active licenses, and a passion for mentoring. The position offers top-tier health coverage, a 401(k) match, and career growth opportunities.