Wealth Advisory MD & Team Growth Leader

WealthBridge Financial Group; Grand Island (NE); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Top-tier health coverage including 의료

401(k) retirement plan with company  匹

Life and disability insurance

Job summary

WealthBridge Financial Group is seeking a Managing Director with an established financial practice to lead a growing team of advisors while continuing to serve high-net-worth clients.

The MD will recruit and mentor colleagues, foster a high-performance culture, and shape the firm's strategic growth, drawing on WealthBridge's 175-year history to provide stability and brand strength as you expand your practice and develop your leadership style.

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(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
• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support

Responsibilities

• Lead and develop a team of experienced financial advisors.
• Recruit, mentor, and coach advisors to elevate practices.
• Balance personal client work with scalable growth initiatives.
• Shape the firm's strategic growth and culture.

Skills

Leadership

Mentoring

Client development

Relationship management

Strategic growth mindset

Authorized to work in the UnitedStates

FINRA licenses (S6/7, 63/66) preferred

Tools

FINRA licenses

Job description

WealthBridge Financial Group is seeking a Managing Director with an established financial practice to lead a growing team of advisors while continuing to serve high-net-worth clients.

The MD will recruit and mentor colleagues, foster a high-performance culture, and shape the firm's strategic growth, drawing on WealthBridge's 175-year history to provide stability and brand strength as you expand your practice and develop your leadership style.