Managing Director, Financial Advisor
Wealthbridge-Financial-Group
Overview 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. Responsibilities 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 Certified Financial Planner preferred, but not required with relevant experience. Benefits 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. #J-18808-Ljbffr Wealthbridge-Financial-Group
- WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on building and leading a team of experienced financial advisors, mentoring staff, and expanding the firm’s client base while maintaining personal...Suggested
- ...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association...SuggestedLocal area
- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials... ...the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$80k - $135k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better... ...our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in...SuggestedWork experience placementWork at officeWork from home$45k - $60k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our... ...responsibilities include growth of existing advisor practices through business plan coaching on...SuggestedFull timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. You will work in a financial center delivering core banking and investment solutions while building client relationships...Work at office
- Global Elite Empire Consultants is seeking a flexible, self-motivated professional for a remote role. You will conduct virtual consultations, assess client needs, and build lasting relationships while utilizing industry-leading tools. The position offers a remote setup ...Remote jobFlexible hours
- ...Investment Banking Managing Director About the Company High performing, growth oriented investment banking firm specializing in middle market Healthcare transactions. Industry Capital Markets Type Privately Held About the Role The Company is seeking...Bank staff
$80k - $105k
...in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of... ...including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth...Work at officeWork from home- ...Radiology/Imaging . The Chief will work closely with the Imaging Administrative Officer and the Chief Technologist to form the Imaging management team, responsible for all operations of the service. This leadership team ensures the highest quality Radiology services for...Full timeLocal areaMonday to FridayFlexible hours
$90k - $140k
...client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating...Work at officeWork from home- ...Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial...Full timeInternshipWork at office
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
$125k
Pure Financial Advisors Inc. is seeking experienced financial advisors to join their team in Portland, Oregon. Candidates must be CERTIFIED... ...involves providing comprehensive retirement planning solutions and managing client portfolios in a tax-efficient manner. Pure offers a...$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their... ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals...For contractorsWork at office- Workstream, a luxury European car dealership in Portland, is seeking an Experienced Finance Manager. This role is vital in ensuring a seamless financing experience for customers. Responsibilities include processing finance contracts with Dealertrack software, collaborating...
- ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry... ...cybersecurity & def/intelligence education financial services healthcare services industrial life sciences...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join their team in Gresham, Oregon. This position involves... ...as investment opportunities, retirement planning, and wealth management. The ideal candidate will have a Bachelor's degree in finance...
$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with...Hourly payContract workFor contractorsWork experience placementRemote work- Avèro Advisors is seeking a driven Workday Finance Consultant to own and execute critical... ...implementation, reporting to the Program Manager. The role requires strong project... ...technology implementations, with a focus on financial processes and ERP concepts. #J-18808-Ljbffr...Remote job
- ...Senior Managing Director, Advancement About the Company Influential organization combatting educational inequity Industry Education Management Type Non Profit Founded 1990 Employees 1001-5000 Categories Non Profit Education Education...Local area
- ...Managing Director, M&A Advisory About the Company Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and valuation services. Industry Financial Services Type Privately Held About the Role The Company...Remote work
- ...Managing Director About the Company Influential network of Native Americans advancing equitable philanthropy in local communities... ...strategies, overseeing organizational operations, and ensuring financial sustainability. This executive-level position demands a sophisticated...Local area
- ...Chief of Staff is to lead, develop and manage associate veterinarians in their hospitals... ...veterinarian needs. Partner with the Director of Veterinary Quality and Talent... ...Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional...Local areaShift work
- ...customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship Executive... ...sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities...Local area
$170k - $185k
...$170,000-$185,000, contingent on experience. The ideal candidate will have extensive construction industry experience and strong financial leadership skills. As a Consulting CFO, you will partner with business owners and executives to enhance financial visibility and strengthen...Full time- Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products. Successful candidates will have...Work at office
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Portland, Oregon. This role involves obtaining key Securities Industry... ...and learning foundational advisor skills to build and manage client relationships effectively. You will receive world-class...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, Financial Advisor. Be the first to apply!


