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Managing Director

WealthBridge Financial Group

Allouez, Wisconsin, United States · Jornada completa

Sé el primero en postularte

Experiencia
3+ años
Salario
Vacantes
1
Al corriente
Hace 13 horas
Modo de trabajo
En la oficina
Reanudar
Se requiere solicitud

Dónde trabajarás

Descripción del trabajo

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

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