Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Advisor Growth

WealthBridge Financial Group

Job Description

Job Description

Managing Director, Advisor Growth | WealthBridge

 

WealthBridge Financial Group is seeking a  proven financial advisor for a strategic  Managing Director, Advisor Growth . 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 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

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
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Managing Director, Advisor Growth in Westlake, OH vacancy
  •  ...counter. Pull products to fill orders. Collaborate with the Parts Manager to ensure proper stock levels and timely replenishment. Handle...  ...benefits package, along with opportunities for professional growth and development. If you are passionate about customer service... 
    Suggested
    Local area

    Mark Wahlberg Chevrolet

    Avon, OH
    6 days ago
  • $17 - $19 per hour

     ...Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just...  ...to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee... 
    Suggested
    Hourly pay

    FastSigns

    North Olmsted, OH
    4 days ago
  •  ...The role requires strong customer service and communication skills, the ability to work in a fast-paced environment, and a team-oriented attitude. Training and growth opportunities are included with a competitive benefits package. #J-18808-Ljbffr Mark Wahlberg Chevrolet
    Suggested

    Mark Wahlberg Chevrolet

    Avon, OH
    6 days ago
  •  ...Reporting to Investor Relations leadership, the Director, Investor Relations plays a key role in...  ..., competitive positioning, and long-term growth opportunities to shareholders, analysts,...  ....Demonstrated ability to successfully manage multiple priorities and deliver high-... 
    Suggested
    Full time
    Relocation

    The Charles Schwab Corporation

    Westlake, OH
    1 day ago
  • $100k - $170k

     ...Managing Partner (General Manager) At Texas Roadhouse, we are a people-first company that just happens to serve steaks. Legendary Food...  ...competitions, recognition, formal training, and career growth opportunities. We offer a comprehensive total rewards package... 
    Suggested
    Hourly pay
    Temporary work
    Flexible hours

    Texas Roadhouse

    North Olmsted, OH
    1 day ago
  •  ...of the school. Reports to: The Board of Directors and the Corporate Member, the Sisters of...  ...Catholic Social Teaching. Board Relations and Management: Working closely with the Chairperson of...  ...in advancing the holistic formation, growth, and development of students through all... 
    Flexible hours

    Magnificat High School

    Rocky River, OH
    3 days ago
  •  ...the company to sustainable, profitable growth by driving operational excellence, maximizing...  ...capital with strong focus on inventory management, safety stock reduction, and supplier...  ...growth and on profitability Support the Director of Sales to establish or develop a... 
    Temporary work

    OertzenGroup

    Avon, OH
    1 day ago
  •  ...investing. What you have As an Associate Wealth Advisor, you will be responsible for supporting...  ...leverage your client service and wealth management expertise by providing customized...  ...to shape your future. We champion your growth through meaningful work, continuous learning... 
    Work at office

    Charles Schwab

    Westlake, OH
    4 days ago
  •  ...appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties...  .../team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs... 
    Work experience placement
    Work at office

    Fifth Third

    Fairview Park, OH
    1 day ago
  •  .... What you have As an Associate Wealth Advisor, you will be responsible for supporting...  ...leverage your client service and wealth management expertise by providing customized financial...  ...to shape your future. We champion your growth through meaningful work, continuous... 
    Work at office

    Charles Schwab

    Westlake, OH
    5 days ago
  •  ...appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential...  ...individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Fairview Park, OH
    4 days ago
  •  ...aligning the organization's technology strategy with the company's growth objectives. The VP, IT is responsible for all company-wide IT...  ...appropriate balance between in-house staffing levels and managed service provider support. Assess the relative impact of emerging... 

    GEON, Inc.

    Westlake, OH
    2 days ago
  •  ...Development and Operations to spearhead the growth and performance of its retail network...  ...and development of boutique directors and client advisors. Applicants must have a minimum of 10...  ...a proven track record in opening and managing physical retail locations, preferably... 

    Confidential

    Westlake, OH
    5 days ago
  •  ...developing, and retaining Boutique Directors, establishing operating standards, managing performance, and ensuring each...  ...teams of high-performing Client Advisors and other boutique personnel....  ...founder-led, entrepreneurial, or high-growth company. Strong understanding... 
    Full time
    For contractors
    Remote work

    Teddy Baldassarre

    Westlake, OH
    4 days ago
  •  ...sales organization. This executive will develop and execute a high-growth sales strategy focused on acquiring new customers, expanding...  ...Maintain awareness of areas including cybersecurity services, managed security, cloud security, endpoint security, identity, network... 

    Inversion6

    Westlake, OH
    6 days ago
  •  ...achieve measurable business outcomes while driving recurring revenue growth. The VP of Customer Success partners closely with Sales,...  ...Accounts. Establish customer health scoring, success plans, lifecycle management, and executive business reviews. Defining and tracking key... 

    TRG

    Westlake, OH
    3 days ago
  • $45 per hour

    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No...
    Hourly pay
    Weekly pay
    Extra income
    Temporary work
    Part time
    For contractors
    Seasonal work
    Remote work
    Work from home
    Flexible hours

    Great Lion

    Avon, OH
    2 days ago
  •  ...and insurance advice. Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences,... 
    Full time
    Work at office
    Remote work

    VBeyond

    Bay Village, OH
    4 days ago
  •  ...Wealth Management North Olmsted Cleveland, OH Accepted applicants will become affiliated with Cetera Investment Services LLC, a broker...  ...Pittsburgh’s oldest financial institution, is hiring a financial advisor in its west territory of Ohio. You will have the opportunity... 

    Cetera Financial Group

    North Olmsted, OH
    4 days ago
  • $50k

     ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...  ...asset compensation No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elyria, OH
    5 days ago
  • $20 - $50 per hour

    Land Survey Crew Chief Department: Geospatial Employment Type: Full Time Location: North Olmsted, OH Compensation: $20.00 - $50.00 / hour Description Imagine a world where every piece of land is precisely mapped, and every boundary is crystal clear...
    Full time
    Temporary work
    Work at office

    ISG

    North Olmsted, OH
    1 day ago
  • Land Survey Crew Chief Imagine a world where every piece of land is precisely mapped, and every boundary is crystal clear. As a Land Survey Crew Chief, you turn raw data into powerful insights, guiding the creation of tomorrow's infrastructure. This team member would...

    General Company

    North Olmsted, OH
    2 days ago
  • $13.7 per hour

     ...open availability including mornings and evenings. As Beauty Advisor, you will drive sales through an authentic passion for beauty...  ...Support omni-processing within the department Support inventory management from receipt to sale, including freight processing, back stocking... 
    Part time
    Flexible hours
    Night shift
    Weekend work
    Day shift
    Afternoon shift

    Kohl's

    Avon, OH
    2 days ago
  •  ...Responsibilities Serve as the trusted advisor to private investors and multi-...  ...individual goals and values. Support organic growth through exceptional service, and...  ...experience in investment consulting, wealth management, or financial services ~ Excellent written... 

    Highland Consulting Associates, Inc.

    Westlake, OH
    8 days ago
  •  ...assets. In addition, the consultant will assist Highland’s business development team in the growth of new business.   Key Responsibilities   Client Relationship Management   ~ Serve as the primary contact for assigned institutional clients, delivering and... 
    Work at office

    Highland Consulting Associates, Inc.

    Westlake, OH
    a month ago
  •  ...Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular...  ..., this role emphasizes portfolio growth, client retention, and scalable client service... 
    Contract work
    Work at office

    Sequoia Financial Group Llc

    Westlake, OH
    7 days ago
  •  ...a results-oriented Comprehensive Wealth Advisor to join our team. In this position, you...  ...opportunities, retirement planning, and wealth management strategies. As a Comprehensive...  ...and mental health resources ~ Career growth opportunities and ongoing training support... 

    WealthBridge Financial Group

    Westlake, OH
    20 days ago
  • $41.25k - $68.75k

     ...supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Rocky River, OH
    1 day ago
  • $41.25k - $68.75k

     ...collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    North Olmsted, OH
    3 days ago
  • $50 per hour

     ...nonprofit organization, partnered with a staffing agency, is seeking a Director of Development (Fractional) to provide strategic fundraising...  ...environment. Competitive compensation at $50/hour is offered, with an opportunity for renewal and growth. #J-18808-Ljbffr
    Part time
    Remote work

    Scion Staffing

    Lakewood, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director, Advisor Growth. Be the first to apply!