3+ years of experience in financial services with a focus on personal practice growth
Active Life and Health License is a must
Preferred FINRA Series 6/7 and 63/66 licenses (support for obtaining can be provided)
Proven track record in client development and relationship management
Strong leadership skills with a passion for mentoring teams
Business-oriented with a vision for long-term growth
Authorization to work in the U.S. is required.
Responsibilities
Build and lead a team of experienced financial advisors
Continue building and managing your personal client base
Recruit and mentor fellow advisors to elevate performance
Foster a culture of high performance within the team
Contribute to the strategic growth plans of the firm
Leverage the firm's infrastructure and brand strength for growth
Develop a personal leadership style that aligns with the firm's vision.
Benefits
Comprehensive health coverage including medical, dental, and vision for you and your dependents
401(k) retirement plan with a company match
Life and disability insurance for financial protection
Access to employee wellness programs and mental health resources
Opportunities for career growth and continuous training support.
Full Job Description
Managing Director WealthBridge
As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.
You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history-while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.
Requirements
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
Benefits
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
