Growth-Driven Managing Director, Advisor Leadership

Wealthbridge-Financial-Group

Toledo (OH)

On-site

USD 180,000 - 240,000

Full time

14 days+
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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Wellness programs and mental health
Career growth and training

Job summary

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth to lead a high-performing team of financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, shaping the firm’s future growth and culture.

The role requires a proven track record in financial services, a Life and Health license, and FINRA licenses with sponsorship options. Expect a strategic, growth-oriented leadership position in a storied firm.

Qualifications

  • 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.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Recruit, mentor, and develop advisor talent.
  • Foster a high-performance culture and strategic growth.
  • Continue personal client work while expanding practice.

Skills

Financial services
Leadership
Mentoring
Business development
Client development

Education

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth to lead a high-performing team of financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, shaping the firm’s future growth and culture.

The role requires a proven track record in financial services, a Life and Health license, and FINRA licenses with sponsorship options. Expect a strategic, growth-oriented leadership position in a storied firm.

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