Managing Director
About the role
WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director position. This role is ideal for an experienced advisor who has successfully built a personal practice and is ready to take on a leadership role focused on both personal growth and team development. As Managing Director, you will build and lead a team of experienced financial advisors looking to elevate their practices, continue your own client work, recruit and mentor fellow advisors, foster a high‑performance culture, and help shape the firm’s future growth. 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.
Responsibilities
- Building and leading a team of experienced financial advisors who are looking to elevate their practices
- Continuing your own client work
- Recruiting and mentoring fellow advisors
- Fostering a high‑performance culture
- Helping shape the future growth of the firm
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