Wealth Advisory MD: Build & Lead High-Performing Team

WealthBridge Financial Group

Shreveport (LA)

On-site

USD 90,000 - 120,000

Full time

14 days+
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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

WealthBridge Financial Group is seeking an experienced financial advisor for the role of Managing Director in Shreveport, Louisiana. This position involves leading a team of financial advisors, fostering a high-performance culture, and supporting personal client work. Candidates should have a minimum of 3 years of experience in financial services, an active Life and Health License, and a strong ability for mentorship. The company offers top-tier health benefits, a 401(k) plan, and growth opportunities.

Qualifications

  • Minimum of 3 years of experience in financial services with a growing personal practice.
  • Active Life and Health License required.
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership ability with a strong interest in mentoring and building high-performing teams.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Recruit and mentor fellow advisors to foster a high-performance culture.
  • Continue client work while developing your leadership style.

Skills

Client development
Relationship management
Mentorship
Leadership

Education

Active Life and Health License
FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking an experienced financial advisor for the role of Managing Director in Shreveport, Louisiana. This position involves leading a team of financial advisors, fostering a high-performance culture, and supporting personal client work. Candidates should have a minimum of 3 years of experience in financial services, an active Life and Health License, and a strong ability for mentorship. The company offers top-tier health benefits, a 401(k) plan, and growth opportunities.
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