Managing Director

WealthBridge Financial Group

Lexington, KY

Job Description
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
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

Apply

Vacancy posted 10 days ago

Similar jobs that could be interesting for youBased on the Managing Director in Lexington, KY vacancy

Managing Director
$100k - $150k
...offering a unique opportunity to secure attractive returns with managed risk, all while avoiding the direct management burdens... ...with physical property. Finresi is looking for a Managing Director who is ready to grab the bull by the horns and take the company...
Suggested
Full time
Local area
Remote work
Monday to Friday
Finresi
Lexington, KY
3 hours ago
REMOTE BENEFITS MANAGING DIRECTOR
...-Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training and...
Suggested
Remote job
Full time
Zuzick Organization of Globe Life
Lexington, KY
21 hours ago
Executive Legal Recruiter
...national executive search firm with expertise in Compliance, Legal, Risk, Finance & Accounting & IT. JWMC, partners with investment management firms, banks, broker-dealers, hedge funds, funds of funds, private equity firms, and other prominent financial institutions....
Suggested
Full time
Jw Michaels & Co.
Lexington, KY
more than 2 months ago
Chief Development Officer
...the Company Esteemed philanthropic committed to treating & curing follicular lymphoma Industry Non-Profit Organization Management Type Privately Held Founded 2019 Employees 1-10 About the Role The Company is seeking a Chief Development Officer...
Suggested
Confidential
Lexington, KY
3 days ago
Chief Financial Officer
...Officer will lead the Firm's strategic financial strategy and manage daily operational needs of the Firm and Accounting Department.... ...SUPERVISOR : ~ SKO Chief Operating Officer and/or Managing Director of SKO. The statements contained in this job description are...
Suggested
Full time
Work at office
Immediate start
Stoll Keenon Ogden PLLC
Lexington, KY
4 days ago
Chief Financial Officer
...accounting, financial reporting, budgeting, forecasting, cash management, investments, internal controls, audit, compliance, capital project... .... Experience working with a nonprofit Board of Directors and Finance or Audit Committee. Experience with SGA or a...
For contractors
Local area
YMCA Lafayette
Lexington, KY
1 day ago
Fractional CFO
...practice. The clinician still runs it. Kindwell Partners is a management services organization (MSO) that partners with and acquires... ...each practice we acquire and our investment vehicles. Founding Directors, investors and lenders all rely on our numbers. You'll make...
Contract work
Local area
Remote work
Kindwell Partners
Lexington, KY
21 hours ago
Construction Project Executive- Commercial & Distribution Market
...visa sponsorship. Position Summary Responsible for the overall management of one large $200MM + or an individual project with a high... ...to mitigate issues, and to provide reports to the Responsible Director, Responsible Regional Manager or Responsible Vice President.Operate...
For contractors
For subcontractor
Seasonal work
Gray
Lexington, KY
4 days ago
Chief Financial Officer (CFO)
...201-500 About the Role The Company is seeking a Chief Financial Officer (CFO) to lead its strategic financial operations and manage the daily financial needs of the firm. The CFO will be a key member of the leadership team, responsible for communicating and directing...
Confidential
Lexington, KY
21 hours ago
Chief Financial Officer (CFO)
$50 per hour
Chief Financial Officer (CFO) About the Company A multi-site services business serving commercial and residential end markets. Industry Consumer Services Type Privately Held, Private Equity-backed About the Role The Company is in search of a Chief...
Confidential
Lexington, KY
1 day ago
Director of Finance and Reimbursement Compliance
Overview The Director of Finance and Reimbursement Compliance functions as a subject matter expert and the lead financial auditor... ...clearly and articulately discuss audit results with all levels of management and assist with education as needed and appropriate.•...
Work at office
Remote work
Day shift
Appalachian Regional Healthcare
Lexington, KY
1 day ago
Survey Crew Chief
$20 - $30 per hour
Job Title: Survey Crew Chief Job Description We are seeking candidates to fill the position of Land Surveying Technician. Ideal candidates will have an interest in building a career involving all aspects of the Land Surveying discipline. Field surveys involve...
Temporary work
Actalent
Lexington, KY
4 days ago
Survey Crew Chief
...performing topographic, construction staking, boundary surveys and control surveys using both conventional and GPS techniques Managing survey project and meeting project deadlines and budgets. Performing office calculations and support field survey crews for construction...
Temporary work
For contractors
For subcontractor
Work at office
Local area
Remote work
Impact Recruitment
Lexington, KY
2 days ago
President
...underserved region. The President serves as the chief executive and strategic leader of the ACA, working closely with the Board of Directors and member institutions to advance the organization's mission. Key priorities include: Strategic Leadership: Shape...
Immediate start
Buffkin / Baker
Lexington, KY
2 days ago
Managing Director
...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...
Visa sponsorship
WealthBridge Financial Group
Versailles, Jessamine County, KY
2 days ago
Chief Executive Officer
$160k - $180k
...Officer, most with more than a decade of tenure. Specific experience managing every one of those operations is not expected. The Board is... ...delivers. The organization does not currently employ a Finance Director or CFO. A controller manages the books and the Board treasurer,...
Full time
Local area
Habitat for Humanity of Fayette & Franklin Counties
Lexington, KY
21 hours ago
Fractional Executive Director
...programs: a six-month virtual intensive for Insurance & Risk Management professionals and a year-long monthly program for Women Lawyers... ...The Role Ladder Down is seeking a Fractional Executive Director to serve as our key operational leader for a one-year engagement...
Part time
For contractors
Remote work
Flexible hours
Afternoon shift
Ladder Down
Lexington, KY
3 hours ago
Board Member
...building a more scalable model for how businesses find and hire talent. The company has developed Rose, an AI recruitment agent that manages much of the repetitive work traditionally carried out by recruiters, including candidate sourcing, personalised outreach, response...
Hiros
Lexington, KY
3 hours ago
Director of Technology
...Director, Technology & Innovation We are seeking a hands-on technology leader to help modernize systems, improve business workflows... ...to understand business processes, work across departments, and manage outside technology and service partners. What You'll Do Lead...
HealthCare Recruiters International
Lexington, KY
21 hours ago
Chief Technology Officer
...Company Description ITC Management Group is an IT outsourcing partner that has delivered cloud-based technology solutions to small, mid-sized, global organizations, and government entities for more than 20 years. The company helps clients manage IT resources cost-effectively...
Full time
Local area
Remote work
ITC Management
Lexington, KY
3 hours ago
Talent Manager (Administrative & Customer Support)
We are growing!!! If you want to work with an amazing team and for a Best Places to Work in Kentucky, apply now! Our Talent Managers work in a team environment and have responsibility for negotiating and developing business with new and current clients. Talent Managers...
Permanent employment
Contract work
Local area
Robert Half
Lexington, KY
3 days ago
Regional Director of Sales and Marketing
...Regional Director of Sales & Marketing Cedarhurst Senior Living is a leading provider of senior living communities, dedicated to... ...revenue goals. Expertise in sales process development, pipeline management, strategic planning, and business development. Advanced...
Local area
Relocation
Night shift
Cedarhurst Senior Living
Lexington, KY
3 hours ago
Field CTO
...WSO2 is looking for a visionary Field CTO to join our North America Sales Engineering team. As a company at the forefront of API management, integration, and identity and access management (IAM), WSO2 provides the foundational "digital freedom" for enterprises to innovate...
Worldwide
WSO2
Lexington, KY
3 hours ago
Director of Sales
$100k - $120k
...Summary CURIS is seeking a strategic and relationship-driven Director of Sales to lead the growth of our clinical and operational service... ..., and emerging service lines beyond FQHCs. Build and manage a robust pipeline of new business opportunities. Direct Sales...
Interim role
Remote work
Curis
Lexington, KY
21 hours ago
Sales Director
$160k - $185k
...Sales Director - National foodservice and retail sales Reports to: SVP of Sales. Territory: National Industry: Specialty... ...sales success with a business development, strategy and account management acumen. Position Overview The Sales Director owns all...
Remote work
Talent Acquisitions Group Inc
Lexington, KY
3 hours ago
Director of Sales
...Director, Sales Operations Hiring through R2 Global The Opportunity We are looking for a Director of Sales Operations to build... ...markets to prioritize, and where pricing is leaking revenue. Manage the sales tech stack (CRM, dialer, enrichment, e-signature),...
Contract work
Work at office
Remote work
R2 Global
Lexington, KY
3 hours ago
Director of Sales
...Trilogy is where you belong and thrive! POSITION OVERVIEW The Director of Sales, a member of the campus Sales & Growth Team, is primarily... ...with timely follow-up and ensure the Customer Relationship Management System (CRM) system is up to date. Conduct high value lead...
Weekly pay
Local area
Home office
Trilogy Health Services
Lexington, KY
21 hours ago
Sales Director
...portfolio intelligence platform used by leading hedge funds and asset managers to analyze performance, risk, and portfolio construction. Today... ...managing over $20T in assets. We’re hiring a Sales Director to drive new business growth with leading hedge funds and asset...
Arcana
Lexington, KY
3 hours ago
Director of Sales
$100k - $150k
...Director of Sales City Wide Facility Solutions - Central Kentucky (Lexington, KY) Are You a Proven B2B Sales Leader? Do you have a track... ...Sales Leadership & Team Development Lead, train, motivate, and manage all members of the sales team to achieve weekly, monthly,...
Contract work
Work experience placement
Work at office
Night shift
City Wide Facility Solutions
Lexington, KY
2 days ago
Director of Financial Planning and Analysis
$150k - $170k
...Compensation: $150,000-170,000 + bonus Position Overview The Director of FP&A will lead the companys strategic finance efforts under... ...and over/under billings. Work with operations and project management to improve estimate-at-completion (EAC) accuracy and project-...
Remote work
TalentSource360
Lexington, KY
21 hours ago

Do you want to receive more vacancies?

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