Managing Director

WealthBridge Financial Group

$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial services with a strong personal practice
  • Active Life and Health License is required
  • Preferred FINRA Series 6/7 and 63/66 licenses (support available for obtaining)
  • Proven success in client development and relationship management
  • Strong leadership skills with a focus on mentoring high-performance teams
  • Entrepreneurial mindset with a vision for growth
  • Authorization to work in the United States

Responsibilities

  • Lead and develop a team of financial advisors
  • Continue managing your own client portfolio
  • Recruit and mentor new advisors to elevate their practices
  • Foster a high-performance culture within the firm
  • Contribute to the strategic growth and vision of the firm
  • Utilize firm infrastructure and brand to enhance practice growth
  • Shape leadership style that aligns with personal vision

Benefits

  • Comprehensive health coverage including dental and vision for you and your dependents
  • 401(k) retirement plan with company match
  • Life and disability insurance for additional security
  • Access to employee wellness programs and mental health resources
  • Opportunities for career growth and continuous training support
Full Job Description
Managing Director WealthBridge

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.

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.

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