Executive Wealth Advisor & Team-Building Leader

WealthBridge Financial Group; Georgetown (KY); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life and disability insurance

Employee wellness programs

Career training and growth

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven personal practice to lead a team of experienced financial advisors. The role emphasizes recruiting, mentoring, and fostering a high-performance culture while you continue your own client work.

The successful candidate will have a minimum of 3 years in financial services, hold Life and Health licenses, and possess leadership abilities with a long-term growth mindset.

Qualifications

• 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 available).
• Demonstrated success in client development, planning and relationship management.
• Leadership ability with mentoring and building high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to elevate the practice.
• Continue your own client work while growing firm presence.
• Shape future growth of WealthBridge and culture.

Skills

Leadership

Client development

Relationship management

Business mindset

Job description

WealthBridge Financial Group is seeking a Managing Director with a proven personal practice to lead a team of experienced financial advisors. The role emphasizes recruiting, mentoring, and fostering a high-performance culture while you continue your own client work.

The successful candidate will have a minimum of 3 years in financial services, hold Life and Health licenses, and possess leadership abilities with a long-term growth mindset.