3+ years in financial services with personal practice growth
Active Life and Health License required
Preferred: FINRA Series 6/7 and 63/66 licenses (with sponsorship available)
Proven success in client development and relationship management
Strong leadership skills with a focus on team growth
Business-oriented mindset with long-term growth vision
Authorization to work in the U.S. required
Responsibilities
Build and lead a team of experienced financial advisors
Continue personal client work while mentoring others
Recruit and onboard fellow advisors to strengthen the team
Foster a high-performance culture within the firm
Shape future growth strategies for WealthBridge
Maintain operational independence while leveraging firm support
Develop a leadership style that aligns with personal vision
Benefits
Comprehensive health coverage including medical, dental, and vision plans for you and dependents
401(k) retirement plan with matching to enhance financial security
Life and disability insurance for added support
Wellness programs and mental health resources for overall well-being
Career growth opportunities with ongoing training support
Full 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.
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
