Why This Role Stands Out
This Managing Director role offers a unique opportunity to leverage your established financial advisory skills in a leadership capacity, building and mentoring a team while continuing your own practice with the support of a reputable firm. If you are a driven financial professional with a passion for growth and development, you'll thrive in this hybrid position offering excellent benefits and a strong foundation for your career advancement. Apply today to shape the future of WealthBridge Financial Group and elevate your leadership journey.
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
- 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.
Similar jobs
- BF
Senior Private Banker, Ultra High Net Worth
NewBMO Financial
Chicago, Illinois🇺🇸$102k - $190k/yrHybrid1 hour agoRisk ManagementFinance - BF
Senior Private Banker
NewBMO Financial
Minneapolis, Minnesota🇺🇸$100k - $220k/yrHybrid1 hour agoRisk ManagementFinance - YU
Entry Level Financial Advisor Opportunity
NewYear Up United
Glendale, Arizona🇺🇸$525/hrHybrid4 hours agoFinance - VA
Certified Financial Advisor
NewVanguard
Austin, Texas🇺🇸Remote4 hours agoPortfolio ManagementFinance - BF
Senior Private Banker
NewBMO Financial
Minneapolis, MN🇺🇸$100k - $220k/yrHybrid2 days agoRisk ManagementFinance - BF
Senior Private Banker, Ultra High Net Worth
BMO Financial
Chicago, IL🇺🇸$100k - $220k/yrHybrid4 days agoRisk ManagementFinance