Financial Advisor and Market Leader
Employment type
Full-time
Work setting
On-site
Location
Bloomington, IN
Schedule
Day shift
Posted
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Job overview
The Financial Advisor and Market Leader role is an onsite position in Bloomington, IN. Compensation is not specified. WealthBridge Financial Group is seeking an experienced advisor to lead a team while continuing personal client work. The role combines client development and financial planning with recruiting, mentoring, and team development. It helps experienced advisors grow their practices and supports the firm’s future growth.
What you'll do
- Continue personal client work
- recruit and mentor experienced financial advisors
- foster a high-performance team culture
- support client development, planning, and relationship management
- help shape the growth of the firm.
What we're looking for
- Skills & competencies
- market leaderfinancial advisorfinancial servicesteam leadershipadvisor mentoringclient developmentfinancial planningbloomington inwealthbridge financial grouplife and health licensefinra series 6/7finra series 63/66401(k) match
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision coverage for employees and dependents
- 401(k) with company match
- life and disability insurance
- wellness programs and mental health resources
- career growth and ongoing training.
Why this role
Requires an active Life and Health license and at least three years of financial services experience with a growing personal practice. FINRA Series 6 or 7 and 63 or 66 licenses are preferred; sponsorship and support are available if not currently held.
About the employer
WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 99679067-f3a5-45d8-b52a-bd187c798b8a