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Full timeOperations & Project Management

Managing Director

WealthBridge Financial GroupTulsa, Oklahoma🇺🇸United States

Why this role stands out

This hybrid Managing Director role offers a unique opportunity to leverage your established financial advisory success into leadership, mentoring a team while continuing to grow your own practice within a reputable firm with a rich history. You'll thrive here if you're a driven financial professional eager to build and inspire a high-performing team while enjoying the flexibility of a hybrid work environment. Embrace this chance to shape the future of a leading financial group and advance your career in a rewarding leadership capacity.

Quick overview

SeniorityLeader
Employment typeFull Time
Work modeHybrid
LocationTulsa, Oklahoma, United States

Job description

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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