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

Managing Director

Full-time

WealthBridge Financial Group

Phoenix, AZ

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
Apply
Vacancy posted 13 days ago
Similar jobs that could be interesting for youBased on the Managing Director in Phoenix, AZ vacancy
  • Managing Director Security Sales - West

    $400k

     ...With a robust portfolio of security advisory, integration, and managed services, we help clients protect their digital assets and infrastructure...  .... Vendor & Partner Alignment Work in partnership with the Director of Strategic Security Partners (and security alliances team) to... 
    Suggested
    Full time
    Work at office

    AHEAD

    Phoenix, AZ
    2 days ago
  • Associate Managing Director, AI & SaaS Pricing

    $180k - $357k

     ...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 to join our Pricing & Commercial Enablement team.Responsibilities:Own the development and evolution of the firm's AI and SaaS... 
    Suggested
    H1b
    Local area

    KPMG

    Phoenix, AZ
    3 days ago
  • Managing Director, Human Resources Consulting
     ...Managing Director, Human Resources Consulting About the Company Globally acclaimed provider of HR consulting services Industry Management Consulting Type Privately Held About the Role The Company is seeking a Managing Director for its human resources... 
    Suggested
    Remote work

    Confidential

    Phoenix, AZ
    5 days ago
  • Managing Director of Finance & Operations
     ...Managing Director of Finance & Operations About the Company Acclaimed independent publisher & bookstore Industry Publishing Type Public Company Founded 1955 Employees 11-50 About the Role The Company is seeking a Managing Director of Finance... 
    Suggested

    Confidential

    Phoenix, AZ
    4 days ago
  • Managing Director, Finance & Operations
     ...Managing Director, Finance & Operations About the Company Impact investment fund in seed-stage companies Industry Venture Capital & Private Equity Type Venture Capital Firm Founded 2009 Employees 11-50 Categories Agriculture EdTech... 
    Suggested

    Confidential

    Phoenix, AZ
    4 days ago
  • Managing Director, Business Development
     ...Managing Director, Business Development About the Company Unique Executive Service company unmatched in the marketplace. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Managing Director for Business Development... 

    Confidential

    Phoenix, AZ
    1 day ago
  • Managing Director, Business Development
     ...Managing Director, Business Development About the Company Globally recognized provider of strategic advisory services for arts organizations Industry Performing Arts Type Privately Held Founded 2019 Employees 11-50 Specialties museums... 

    Confidential

    Phoenix, AZ
    5 days ago
  • Senior Managing Director, Emerging Markets
     ...Senior Managing Director, Emerging Markets About the Company Influential organization combatting educational inequity Industry Education Management Type Non Profit Founded 1990 Employees 1001-5000 Categories Non Profit Education Education... 
    Local area

    Confidential

    Phoenix, AZ
    2 days ago
  • Managing Director, Capital Markets
     ...Managing Director, Capital Markets About the Company Industry leader in underwriting and distributing structured products, ETFs, alternative investments, and fixed income securities. Industry Financial Services Type Privately Held About the Role... 

    Confidential

    Phoenix, AZ
    3 days ago
  • Managing Director of Development
     ...Managing Director of Development About the Company Industry-leading construction organization Industry Construction Type Privately Held About the Role The Company is in search of a Managing Director of Development to play a pivotal role in the national... 

    Confidential

    Phoenix, AZ
    3 days ago
  • Associate Managing Director, Enterprise Contracting Center Technology Team

    $198k - $357k

     ...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 to join our Enterprise Contracting Center Technology team.Responsibilities:Apply authoritative command of contract management... 
    Contract work
    H1b
    Local area

    KPMG

    Phoenix, AZ
    2 days ago
  • Managing Director, Tax Investor Coverage
     ...Managing Director, Tax Investor Coverage About the Company Innovative capital markets technology (FinTech) company Industry Information Technology and Services Type Privately Held, VC-backed Founded 2023 Employees 51-200 Funding $26-$50 million... 
    Remote work

    Confidential

    Phoenix, AZ
    5 days ago
  • Chief of Staff to the Managing Director of AI
    Chief of Staff to the Managing Director of AI Phoenix, AZ Location: US or Canada Type: US Applicants - Full-Time; Canadian Applicants - Independent Contractor About Human Agency We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional... 
    Full time
    For contractors
    For subcontractor
    Remote work

    Human Agency

    Phoenix, AZ
    2 days ago
  • Managing Director, Transaction Advisory Services
     ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization providing transaction advisory services with extensive resources and collaborative teams. Industry Accounting Type Partnership About the Role... 

    Confidential

    Phoenix, AZ
    1 day ago
  • Managing Director, Executive Recruiting
     ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry Staffing and Recruiting Type Privately Held, VC-backed Founded 1999 Employees 201-500 Categories... 

    Confidential

    Phoenix, AZ
    3 days ago
  • Tax Managing Director
     ...Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities: Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. Effectively leverage available technology and other... 
    Full time
    Local area

    Moss Adams

    Phoenix, AZ
    10 days ago
  • Managing Director, Product Management - Revenue Growth - Hybrid AZ
     ...Job Purpose BWH Hotels is seeking an experiencedManaging Director,ProductManagement–Revenue Growthto own the vision, strategy, roadmap...  ...– Revenue Growthleads a team of product owners and project managers and directs engineering execution against prioritized business... 
    Full time
    Work at office
    Local area
    Remote work
    Monday to Friday

    Best Western

    Phoenix, AZ
    2 days ago
  • President / Chief Operating Officer

    $200k - $300k

     ...acquisition. A pending acquisition in the Orlando market will require immediate integration focus. The role reports directly to the Managing Partner and carries a clear path to CEO for the right operator. What You'll Own Full P&L ownership across Arizona and... 
    Immediate start
    Relocation
    Relocation package

    SagePaths

    Phoenix, AZ
    2 days ago
  • President & Chief Operating Officer/ COO
     ...technologies. Identify and mitigate operational and business risks. Qualifications Master's degree in Construction Management, Engineering, Business Administration, or a related field (required). Minimum of 10 years in executive leadership within the construction... 
    For subcontractor

    Integra Staffing and Search

    Phoenix, AZ
    10 hours ago
  • Chief Financial & Operating Officer (CFOO)
     ...the world's oceans Industry Non-Profit Organization Management Type Non Profit Founded 2011 Employees...  ...operational growth. The CFOO will be a key partner to the Executive Director and senior leadership team, overseeing finance, operations,... 

    Confidential

    Phoenix, AZ
    3 days ago
  • Managing Director
     ...Managing Director About the Company Mission-driven organization focused on closing the racial wealth gap in local communities Industry Civic & Social Organization Type Privately Held Founded 2020 Employees 1-10 Specialties racial justice... 
    Local area

    Confidential

    Phoenix, AZ
    3 days ago
  • Managing Director
     ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry Internet Type Privately Held, Private Equity-backed Founded 2015 Employees 1001-5000 Categories Information... 

    Confidential

    Phoenix, AZ
    3 days ago
  • Managing Director
     ...Managing Director About the Company Influential network of Native Americans advancing equitable philanthropy in local communities Industry Non-Profit Organization Management Type Non Profit Founded 1989 Employees 11-50 Specialties philanthropy... 
    Local area

    Confidential

    Phoenix, AZ
    1 day ago
  • Senior Managing Director, Advancement
     ...Senior Managing Director, Advancement About the Company Influential organization combatting educational inequity Industry Education Management Type Non Profit Founded 1990 Employees 1001-5000 Categories Non Profit Education Education... 
    Local area

    Confidential

    Phoenix, AZ
    5 days ago
  • Managing Director
     ...Managing Director About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising Non... 

    Confidential

    Phoenix, AZ
    5 days ago
  • Managing Director, M&A Advisory
     ...Managing Director, M&A Advisory About the Company Full-service financial advisory platform serving middle-market companies with M&A, capital markets, and valuation services. Industry Financial Services Type Privately Held About the Role The Company... 
    Remote work

    Confidential

    Phoenix, AZ
    3 days ago
  • Executive Accounting and Finance Recruiter

    $65k - $80k

     ...media, in-person meetings, and other methods.   ~ Generate new job orders weekly in line with performance objectives.   ~ Manage new and open job orders from intake to fulfillment.   ~ Proactively identify, assess, and recruit qualified talent to fulfill... 
    Full time
    Work at office
    Local area

    Vaco

    Phoenix, AZ
    10 hours ago
  • Chief Administrative & Financial Officer (CAO/CFO)
     ...involves providing strategic and hands-on leadership across various functions, including finance, accounting, budgeting, grants management, human resources, information technology, and organizational operations. The CAO/CFO will also be a key partner in translating organizational... 

    Confidential

    Phoenix, AZ
    3 days ago
  • Chief of Staff, Business Operations
     ...tourism insights About the Role The Company is seeking a Director, Chief of Staff, and Business Operations to play a pivotal...  ...acumen, and possess exceptional communication and project management skills. The company values a collaborative and invested approach... 

    Confidential

    Phoenix, AZ
    2 days ago
  • Chief of Staff, Operations, Marketing, Advertising & eCommerce
     ...Leadership Team. This pivotal role is focused on amplifying the CEO's and SLT's effectiveness, particularly in the areas of time management, decision-making, and execution. The successful candidate will be a trusted partner, gatekeeper, and execution lead, with a strong... 

    Confidential

    Phoenix, AZ
    3 days ago

Do you want to receive more vacancies?

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

Related searches