职位描述

About WealthBridge Financial Group

WealthBridge Financial Group, with a legacy spanning over 175 years, offers a distinguished platform for experienced financial advisors looking to expand their influence and grow their practice in a leadership role.

Role Overview

We are looking for a seasoned financial advisor to assume the role of Managing Director. This position centers on advancing your own advisory work while simultaneously recruiting, mentoring, and leading a team of financial advisors aiming to enhance their practices.

Responsibilities

Lead and cultivate a team of skilled financial advisors, promoting a culture of high performance.
Continue managing your personal client portfolio.
Recruit new advisors and provide ongoing mentorship.
Contribute to the strategic growth and future direction of the firm.

Essential Qualifications

At least 3 years of advancing experience in financial services with an actively growing personal client base.
Possession of an active Life and Health License.
Preferred FINRA Series 6/7 and 63/66 licenses; support and sponsorship available if these are not held.
A proven track record in client acquisition, planning, and relationship management.
Strong leadership skills with a passion for mentoring and team development.
A strategic, business-oriented outlook with a commitment to long-term growth.
Legal authorization to work in the United States.

Employee Benefits

Comprehensive health insurance packages including medical, dental, and vision coverage for employees and their dependents.
401(k) retirement plan featuring company matching contributions to aid in financial security.
Life and disability insurance coverage providing added security.
Access to employee wellness programs and mental health resources.
Opportunities for career progression complemented by continual training and development support.

Managing Director

你的工作地点