Managing Director
Quick Overview
Job Description
Managing Director | WealthBridge Financial Group
WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.
As Managing Director, you will be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge’s standards and values. You'll leverage our firm’s resources and brand strength to support your vision for growth, while maintaining your own client practice.
This is a PLAYER/COACH role -- you will have a thriving personal practice and lead by example
- Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice
- Active Life and Health insurance license required
- FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held
- Strong leadership and team development skills with a passion for mentoring advisors
- Proven track record in client acquisition, retention, and comprehensive financial planning
- Business-oriented mindset with long-term strategic vision
- Excellent communication and interpersonal skills
- Authorization to work in the United States
Similar jobs
Sr Manager, Cloud Data Engineering
Universal Orlando · Orlando, United States
7 minutes agoApplication Packaging Specialist
Centraprise Corp · Charlotte, United States
7 minutes agoFull Stack Technical Lead-Dallas, TX -Only Locals
mProgen · Dallas, United States
10 minutes agoRetail Technology Modernization SME
LMI Government Consulting (Logistics Management In · United States
10 minutes agoSenior UKG Pro WFM Consultant in Richardson, TX
Amtex System Inc. · Richardson, United States
25 minutes agoSecurity Control Assessor
M9 Solutions · Alexandria, United States
25 minutes ago$60k - $180k/yr