Managing Director, Financial Advisor
Why This Role Stands Out
This hybrid Managing Director role at WealthBridge Financial Group offers an exceptional opportunity to leverage your established financial advisory success into a leadership position, shaping a team and driving firm growth while continuing to develop your own practice. You'll thrive here if you possess a strong entrepreneurial spirit, a passion for mentoring, and a desire to contribute to a respected firm with a rich history, all while enjoying the flexibility of a hybrid work environment. Apply today to explore this exciting path for your career advancement.
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
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