Why This Role Stands Out
Step into a leadership role at WealthBridge Financial Group, where you will shape the future of a renowned firm while continuing to grow your own practice and mentor a team of talented advisors. This hybrid position is perfect for an experienced financial advisor ready to leverage their expertise to drive both personal and team success within a supportive and historically significant organization. Apply now to embark on an exciting career path with excellent growth potential and comprehensive benefits.
Quick Overview
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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