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

Managing Director

WealthBridge Financial Group

Job Description

Job Description

Managing Director | WealthBridge

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.

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 18 days ago
Similar jobs that could be interesting for youBased on the Managing Director in Spring Valley, NY vacancy
  •  ...organization. We are seeking a seasoned professional to lead our finance team and provide strategic guidance to our leadership and management teams. CFO Chief Financial Officer Responsibilities: Develop and execute the company's financial strategy and goals Lead... 
    Suggested
    Full time

    SNF Health Group

    Monsey, NY
    37 minutes ago
  • $97k - $189k

     ...matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. The Managing Director Strategic Claim Oversight leads the Severity & Excess Accounts team that both directly handles and oversees the highest exposure... 
    Suggested
    Full time
    Work experience placement
    Work at office

    CNA Financial

    Tarrytown, NY
    1 day ago
  •  ...future as we are, join our team.KPMG is currently seeking a Senior Director, F&A - Firm Taxes to join our Partner Tax team....  ...ensuring alignment with overall business objectives and risk management priorities; lead and champion firm-wide process improvement and... 
    Suggested
    H1b
    Local area
    Shift work

    KPMG

    Montvale, NJ
    3 days ago
  • $100 - $130 per hour

    Company DescriptionFortune 500 CompanyJob DescriptionDue to expansion into the U. S. market, there is an opening for a Manager, Sales & Marketing Finance in the NJ headquarters. You will be responsible for supporting sales and marketing departments with financial planning... 
    Suggested

    Clark Davis Associates

    Upper Saddle River, NJ
    4 days ago
  • $180k - $230k

     ...initiatives. Ensure compliance with OPWDD, Medicaid, and all applicable regulatory standards. Oversee clinical quality, incident management, and operational performance. Collaborate with executive leadership on strategic planning and organizational growth. Serve... 
    Suggested
    Full time
    Remote work
    1 day per week

    Jobleads-US

    Monsey, NY
    3 days ago
  • $150k - $200k

     ...00K | Full-Time. Oversee daily operations, drive growth, and lead the technical/support team — service delivery, stafÏng, vendor management, and operational strategy. Proven COO or senior operations experience required, with strong leadership skills and a technical/IT... 
    Full time

    Jobleads-US

    Monsey, NY
    11 hours ago
  • $229.24k

     ...that inspires excellence, delivers meaningful impact, and empowers you to shape your own future. KPMG is currently seeking a Managing Director to join our Business Tax Services practice.Responsibilities:Play a key role in developing the Private Enterprise Tax... 
    Private practice
    Local area

    KPMG

    Montvale, NJ
    5 days ago
  • $140k - $175k

     ...leadership skills, and the ability to scale recruiting operations across multiple locations or regions.Responsibilities:Lead, mentor, and manage a team of recruiters, ensuring productivity, consistency, and high-quality candidate experience.Develop and execute recruiting... 

    Blackbird Recruiting

    Spring Valley, NY
    4 days ago
  • $150k

     ...Director of Business Development & Sales Monsey, NY (On-Site) $150,000 Base + Performance Incentive Build the Sales Organization. Drive...  ...Medical Billing / Revenue Cycle Business Services Staffing Payroll Managed IT / MSP BPO Professional Services Private Equity Portfolio... 

    Unclassified

    Monsey, NY
    3 days ago
  •  ...Job Overview: The Project Manager is responsible for planning, coordinating, and driving the successful execution of strategic and operational projects across Human Resources and Training departments. Projects will include learning HR and technology implementations... 

    Hamaspik Choice Inc

    Spring Valley, NY
    6 hours ago
  • $190k - $250k

     ...expectations are in place. Hold technology leadership (Engineering Directors) accountable for delivery quality, timelines, and budgets...  ...specialized teams. Mentor and develop technology leaders (managers and above). Shape the culture, structure, and capability of... 
    Full time

    City of Lincoln

    Spring Valley, NY
    1 day ago
  •  ...Executive Director of Economic Mobility & Workforce Innovation About the Company Industry-leading organization Industry Higher...  ...the company's mission and strategic priorities. Hiring Manager Title President Functions ~ Education/Academic Administration... 
    Work at office

    Confidential

    Suffern, NY
    1 day ago
  •  ...Executive Director About the Company A foundation based in Suffern, New York. Industry Non-Profit Organization Management Type Non Profit Employees 11-50 About the Role The Company is seeking an Executive Director to lead its philanthropic activities... 

    Confidential

    Suffern, NY
    5 days ago
  •  ...Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking an Associate Managing Director, Data Portfolio Management to join our Digital Nexus organization. This is a hybrid work opportunity.ResponsibilitiesDefine and... 
    H1b
    Local area

    KPMG

    Montvale, NJ
    1 day ago
  • $110k

    Job DescriptionDevelop and conduct insightful financial, operational, and strategic analysis and present results to management.Identify and track applicable business drivers to highlight risks and opportunities. Conduct analysis of business units, portfolio segments, geographic... 
    Work experience placement

    Clark Davis Associates

    Park Ridge, NJ
    1 day ago
  •  ...The client is seeking an Executive Director to lead its organization. The client’s foundation is currently in the process of hiring and will provide additional details as the search progresses. The Executive Director is expected to provide strategic leadership and oversee... 

    Confidential

    Suffern, NY
    5 days ago
  • SNF Health Group is seeking a CFO to lead financial strategy and the finance team for a premier nursing home group. The role emphasizes strategic guidance to leadership, regulatory compliance, and investor relations. The CFO will oversee budgeting, forecasting, and ...

    Jobleads-US

    Monsey, NY
    1 day ago
  •  ...departments of a large-scale operation in the United States. The role calls for a sharp, accomplished professional with a track record of managing complex, high-impact initiatives. The position offers competitive compensation and a positive environment. Candidates should... 

    Jobleads-US

    Monsey, NY
    3 days ago
  • $90k

     ...problems for real users. Job Description EarthCam is seeking a Director of Sales Enablement to lead the training, onboarding, sales process...  ...on sales training, coaching support, CRM process adoption, and managing the Sales Administration team that supports Territory Sales... 
    Worldwide

    EarthCam

    Upper Saddle River, NJ
    5 days ago
  • $120k

     ...Sales Director We are looking for a dynamic Sales Director to join our rapidly expanding trucking brokerage firm. The ideal candidate is a natural leader with proven success in sales, team development, and strategic business growth within the logistics and freight... 
    Full time

    Swift Staffing Group

    Monsey, NY
    4 days ago
  • $95k - $110k

     ...to learn more. Base pay range $95,000.00/yr - $110,000.00/yr HR Manager Location/Onsite Our client is looking for a dedicated HR...  ...York City Metropolitan Area $300,000.00-$350,000.00 6 days ago Director - Human Resources Business Partner, New York Region New York City... 
    Full time
    Work at office

    IsoTalent

    Nanuet, NY
    2 days ago
  • Select Specialty Hospital NENJ in Rochelle Park, NJ, is seeking a Chief Executive Leadership Officer (CEO) to drive hospital operations, strategy and patient care excellence. The CEO will provide hands-on leadership, fiscal accountability and business development in a ...

    Jobleads-US

    Rochelle Park, NJ
    4 days ago
  •  ...execute sales strategies to capture large accounts and nurture a strong pipeline of qualified leads. Your responsibilities will include managing customer expectations and collaborating with cross-functional teams to meet client needs. The ideal candidate will have over 5... 
    Remote job
    Work from home

    Rules Cube

    New City, NY
    1 day ago
  • $150k - $180k

     ...aligned, initiatives move forward, and day-to-day operations run efficiently. Key Responsibilities Executive Support Manage complex calendars, scheduling, and meeting coordination Prepare agendas, briefing materials, and follow-ups for leadership... 

    Mai Placement

    Monsey, NY
    4 days ago
  • $125k - $140k

    As the Executive Director at Heritage Springs, you’re the leader of the community and it’s your responsibility to manage all marketing, business, and financial functions. You’ll be instrumental in developing and implementing a business plan that is designed to achieve financial... 
    Full time
    Local area
    Flexible hours
    Weekend work

    Heritage Springs

    Spring Valley, NY
    4 days ago
  •  ...including 3-4 years in public accounting with a Top 20 firm, is required. The ideal candidate will have a proven track record in managing monthly closes, multi-entity consolidations, and leading finance teams within private equity-backed, roll-up, or acquisitive organizations... 

    Confidential

    Pearl River, NY
    4 days ago
  • $100k

     ...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE... 
    Local area

    Slice Merchant Services

    Spring Valley, NY
    3 days ago
  • $70k - $130k

     ...Business Development Manager Viridian Staffing's client is seeking a driven, relationship-oriented Business Development Manager to lead cannabis biomass procurement efforts within New York State. This position follows a hybrid work arrangement and requires the ability... 
    Local area

    Viridian Staffing

    Pearl River, NY
    5 days ago
  • $150k - $350k

     ...USP Management, Inc. is a Fort Lee-based importer and distributor of flat-rolled steel with more than 30 years of nationwide customer service, international supplier relationships, and logistics and inventory expertise. USP seeks a bilingual Korean-English senior operating... 
    Overseas

    Socket.dev

    Fort Lee, NJ
    19 hours ago
  • $99.36k - $125.77k

     ...Manager, Compliance Company: NorthEast Provider Solutions Inc. City/State: Suffern, NY Category: Executive/Management Department: Compliance- WMC Health Union: No Position: Full Time Hours: Mon-Fri 9AM-5PM Shift: Day Req #: 48472 Posted Date... 
    Full time
    Local area
    Flexible hours
    Shift work

    WMCHealth

    Suffern, NY
    3 days ago

Do you want to receive more vacancies?

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