Managing Director

WealthBridge Financial Group

Job Description

Managing Director | WealthBridge Financial Group

WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge’s standards and values. You'll leverage our firm’s resources and brand strength to support your vision for growth, while maintaining your own client practice.

This is a PLAYER/COACH role -- you will have a thriving personal practice and lead by example

Requirements

Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice
Active Life and Health insurance license required
FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held
Strong leadership and team development skills with a passion for mentoring advisors
Proven track record in client acquisition, retention, and comprehensive financial planning
Business-oriented mindset with long-term strategic vision
Excellent communication and interpersonal skills
Authorization to work in the United States

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Vacancy posted a month ago

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