Executive Director, Growth & Strategy

WealthBridge Financial Group; Cleveland (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm in Cleveland is seeking a Managing Director to lead and mentor a team of financial advisors. The ideal candidate will have at least 3 years of experience, an active Life and Health License, and a strong interest in team development. The position offers top-tier health coverage, a 401(k) plan with company match, and ongoing training support. Join a firm with a legacy of over 175 years and contribute to shaping its future growth.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development, planning, and relationship management.
• Strong interest in mentoring and building high-performing teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue personal client work while mentoring fellow advisors.
• Foster a high-performance culture and shape the firm's future growth.

Skills

Client development

Leadership ability

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

Job description

A financial services firm in Cleveland is seeking a Managing Director to lead and mentor a team of financial advisors. The ideal candidate will have at least 3 years of experience, an active Life and Health License, and a strong interest in team development. The position offers top-tier health coverage, a 401(k) plan with company match, and ongoing training support. Join a firm with a legacy of over 175 years and contribute to shaping its future growth.