Managing Director
Allouez, Wisconsin, United States · Tempo pieno
Sii il primo a candidarti
- Esperienza
- 3+ anni
- Stipendio
- —
- Aperture
- 1
- Pubblicato
- 4 ore fa
- Modalità di lavoro
- In ufficio
- Riprendere
- È necessario candidarsi
Dove lavorerai
Descrizione del lavoro
About WealthBridge Financial Group
WealthBridge Financial Group seeks an accomplished financial advisor to join as a Managing Director. This position suits experienced advisors who have established their own successful practice and aspire to lead, mentor, and cultivate a team focused on growth and high performance.
Role Overview
In this leadership role, you will continue to manage your personal client portfolio while recruiting, guiding, and inspiring a team of skilled financial advisors. You will foster a culture of excellence and play a pivotal role in the firm’s expansion and strategic development, backed by a company with over 175 years of history and a robust support infrastructure.
Requirements
- A minimum of three years in financial services with a proven track record of growing a personal client base
- Must hold an active Life and Health License
- Preferably possess FINRA Series 6/7 and 63/66 licenses; sponsorship and support available for candidates without these qualifications
- Proven expertise in client development, strategic planning, and managing client relationships
- Strong leadership skills with a passion for mentoring and building high-achieving teams
- Business-oriented mindset focused on long-term growth objectives
- Authorization to work in the United States is mandatory
Benefits
- Comprehensive health benefits including medical, dental, and vision coverage for employees and dependents
- 401(k) retirement plan featuring company matching contributions
- Life insurance and disability coverage for financial security
- Employee wellness initiatives and mental health support services
- Opportunities for career advancement and continual professional development