Why This Role Stands Out
This Managing Director role at WealthBridge Financial Group offers a fantastic opportunity to leverage your established financial advisory success into leadership, mentoring a team while continuing your own practice growth within a reputable firm. You'll thrive here if you have a proven track record in client development and a passion for building high-performing teams, enjoying the flexibility of a hybrid work environment. Seize this chance to shape the future of a historic financial institution and advance your career!
Quick Overview
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.
- 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
- 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
Similar jobs
- GF
Senior Business Analyst with Enterprise Systems & Process Improvement - Hybrid, must be local to Austin, TX (Posted SAM)
NewGlobal Force USA
Austin, TX🇺🇸Hybrid21 hours agoScrumAgileProcurementOperations & Project Management - KT
Program Manager
NewKforce Technology Staffing
Spring, TX🇺🇸Hybrid21 hours agoPMPPrince2Stakeholder ManagementOperations & Project Management - AT
Senior Business Analyst
NewAmer Technology, Inc
Austin, TX🇺🇸Hybrid21 hours agoScrumAgileBusiness Analysis+3Operations & Project Management - CO
Scrum Master
NewCOOLSOFT
Lincoln, NE🇺🇸Hybrid21 hours agoScrumAgileContinuous Improvement+2Operations & Project Management - KS
IT CC&B Business Analyst
NewKastech Software Solutions Group
CA🇺🇸On-site21 hours agoBusiness AnalysisRequirements GatheringOperations & Project Management - AC
EDC Hardware Break/Fix Operations Manager
NewAlltech Consulting Services, Inc.
Franklin Township, NJ🇺🇸On-site21 hours agoCapacity PlanningCompliancePerformance Management+3Operations & Project Management