Managing Director

About the role

The Managing Director role at WealthBridge Financial Group is designed for an experienced financial advisor who has successfully built a personal practice and is now ready to take on a leadership position.

Responsibilities

• Build and lead a team of experienced financial advisors
• Recruit and mentor fellow advisors
• Foster a high-performance culture
• Help shape the future growth of the firm
• Continue your own client work

Requirements

• 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

Benefits

• 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

Pay

Compensation details are confidential and will be discussed during the interview process.

Schedule

The schedule is flexible and tailored to meet individual needs, with the option to work remotely or in the office.