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Managing Director of Financial Services at WealthBridge Financial Group

Redmond, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial advising, Team leadership, Client development, Relationship management, Mentoring, Strategic planning, Business development, Financial planning, Recruiting, Team building

Industry

Financial Services

Description

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. 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. 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 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.

Responsibilities

The Managing Director will lead and mentor a team of financial advisors while continuing to manage their own personal client practice. They are responsible for fostering a high-performance culture and driving the long-term growth strategy of the firm.