Managing Director

Position Overview

WealthBridge Financial Group seeks a strategic Managing Director with a strong background as a financial advisor. This opportunity suits candidates who have successfully cultivated their own financial advisory practice and are ready to lead and grow a dynamic team.

Key Responsibilities

The Managing Director will continue managing their client portfolio while focusing heavily on recruiting, mentoring, and guiding a team of experienced advisors to enhance their practices. Leadership in fostering a culture oriented toward high performance and contributing to the firm’s long-term growth vision is essential.

Candidate Requirements

• At least three years of experience within financial services, demonstrating growth in a personal practice
• Active Life and Health Insurance license required
• FINRA Series 6/7 and 63/66 licenses are preferred; sponsorship and support are available if not held
• Proven ability in client acquisition, financial planning, and relationship management
• Strong leadership skills with a passion for mentoring and team development
• A business-focused mindset with strategic long-term growth objectives
• Authorization to work in the United States

Employee Benefits

• Comprehensive health benefits including medical, dental, and vision coverage for employees and their dependents
• 401(k) retirement plan with employer matching to support future financial security
• Life and disability insurance coverage
• Access to wellness and mental health programs
• Opportunities for career progression and continual professional development