Back to search

Financial Advisor and Market Leader

WealthBridge Financial Group · Bloomington, IN · Financial advisor team; market leadership

Employment type

Full-time

Work setting

On-site

Location

Bloomington, IN

Schedule

Day shift

Posted

Apply for this job

You'll be redirected to the employer's application page.

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 leader
financial advisor
financial services
team leadership
advisor mentoring
client development
financial planning
bloomington in
wealthbridge financial group
life and health license
finra series 6/7
finra series 63/66
401(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
Apply for this job

You'll be redirected to the employer's application page.

Browse more jobs

Listing ID: 99679067-f3a5-45d8-b52a-bd187c798b8a

    Financial Advisor and Market Leader | CollabWORK