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Managing Director

WealthBridge Financial Group

Allouez, Wisconsin, United States · Tempo pieno

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Esperienza
3+ anni
Stipendio
Aperture
1
Pubblicato
7 ore fa
Modalità di lavoro
In ufficio
Riprendere
È necessario candidarsi

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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

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