Why This Role Stands Out
This hybrid Managing Director role at WealthBridge Financial Group offers a unique opportunity to leverage your proven financial advisory success into a leadership position, guiding a team while continuing to grow your own practice. You'll thrive here if you are passionate about mentoring, building high-performance teams, and contributing to the strategic growth of a reputable firm with a rich history. Embrace this chance to develop your leadership skills and make a significant impact within a supportive environment.
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
- 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
- WO
Project Manager
NewAuto ApplyWoolpert
Chicago🇺🇸$125k - $149.4k/yrHybrid3 hours agoPMPOperations & Project Management - WO
Staff Product Manager (Enterprise & AI Governance)
NewAuto ApplyWorkato
Palo Alto🇺🇸Hybrid7 hours agoOperations & Project Management - VT
Senior Product Manager, Agentic AI Platform
NewAuto ApplyVoyager Technologies, Inc.
California🇺🇸Hybrid4 hours agoAWSMachine LearningAzure+3Operations & Project Management - VP
Freelance Project Manager
NewAuto ApplyVSA Partners
Chicago🇺🇸Hybrid5 hours agoBrand StrategyBrandingCompliance+3Operations & Project Management - ST
Seasonal Operations Specialist
NewAuto ApplyStockX
Tempe🇺🇸Hybrid4 hours agoOperations & Project Management - SA
CRM Business Analyst
NewAuto ApplySuccess Academy Charter Schools
New York🇺🇸Hybrid4 hours agoSalesforceBusiness AnalysisCRM+4Operations & Project Management - SB
Associate Project Manager
NewAuto ApplySimtra BioPharma Solutions
Bloomington🇺🇸Hybrid6 hours agoContinuous ImprovementData PrivacyMicrosoft Word+1Operations & Project Management - QU
Program Manager, Materials Planning
NewAuto ApplyQuince
United States🇺🇸$137k - $185k/yrRemote4 hours agoSQLTableauBackground Checks+7Operations & Project Management - PU
Regional Vice President, Strategic Accounts
NewAuto ApplyPrecisely US Jobs
United States🇺🇸Hybrid5 hours agoSalesforceCRMCustomer Success+2Operations & Project Management - RS
Construction Project Manager, Superintendent
NewAuto ApplyRelativity Space
Cape Canaveral🇺🇸Hybrid3 hours agoBudgetingComplianceConstruction Management+2Operations & Project Management - AM
Project Management Lead, Science
NewAuto ApplyAmplify
Remote - United States🇺🇸Remote5 hours agoScrumAgileJira+3Operations & Project Management - ŌU
Senior Product Manager, Women’s Health
NewAuto ApplyŌura
Hybrid - San Francisco🇺🇸Remote3 hours agoArticulateContinuous ImprovementMental HealthOperations & Project Management