Minimum 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)
Proven success in client development and relationship management
Leadership ability with a focus on mentoring teams
Business-driven mindset with long-term growth vision
Authorized to work in the U.S.
Responsibilities
Build and lead a team of experienced financial advisors
Continue personal client work while managing team
Recruit and mentor fellow advisors
Foster a high-performance culture
Shape the future growth of the firm
Support team development and individual practices
Develop a leadership style that reflects personal vision
Benefits
Top-tier health coverage including medical, dental, and vision plans
401(k) retirement plan with company match
Life and disability insurance for peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing 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
