Why this role stands out
This leadership role offers immense growth potential as you build and mentor a team of financial advisors, leveraging the esteemed reputation of WealthBridge Financial Group. You'll thrive here if you're an experienced financial advisor ready to take on leadership, and the hybrid work model provides excellent flexibility to balance your own practice and team development. Apply now to shape the future of a renowned firm 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.
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