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Managing Director

wealthbridge financial groupTulsa, OKManager L7
Managing Director | WealthBridgeWealthBridge 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.
Requirements: Minimum of 3 years of experience in financial services with a growing personal practice Active Life and Health License requiredFINRA 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 BenefitsTop-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
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Level

Manager L7

Location

Tulsa, OK

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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