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Managing Director

WealthBridge Financial GroupLexington, Kentucky🇺🇸United StatesPosted Apr 7, 2026

Why This Role Stands Out

This Managing Director role at WealthBridge Financial Group offers an exceptional opportunity to leverage your financial advisory expertise into leadership, building and mentoring a team while continuing your own practice growth with the backing of a well-established firm. You'll thrive here if you have a passion for developing talent and a strategic vision for a high-performance culture, with the flexibility of a hybrid work environment. Embrace this chance to shape the future of a renowned financial institution and elevate your career to new heights.

Quick Overview

Seniority
Leader
Employment type
Full Time
Work mode
Hybrid
Location
Lexington, Kentucky, United States
Posted
5 months ago

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.

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