Managing Director, Financial Advisor
Why This Role Stands Out
This Managing Director role offers a unique opportunity to lead and mentor a team of financial advisors while continuing to grow your own practice within a well-established firm. You'll thrive here if you are an experienced advisor with a passion for leadership and development, enjoying the flexibility of a hybrid work environment and the support of a company with a rich history. Embrace this chance to shape the future of a growing financial group 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 State
- Certified Financial Planner preferred, but not required with relevant experience.
- 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.
Skills
Similar jobs
Universal Banker
Midland States Bank · Dixon, United States
12 minutes ago$19 - $22/hrTreasury Services Officer
North Easton Savings Bank · South Easton, United States
13 minutes agoPersonal Banker
Midland States Bank · Saint Louis, United States
13 minutes ago$20 - $23/hrTax Expert - Expert Center (Southeast)
Intuit · Hollywood, United States
38 minutes ago$27 - $41/hrEntry Level Banking Training Opportunity
Year Up United · Lynn, United States
38 minutes ago$525/hrFinancial Operations Job Training Program
Year Up United · Bedford, United States
38 minutes ago$525/hr