Growth MD: Lead Advisor Teams & Scale Practice

Wealthbridge-Financial-Group

Columbus (OH)

On-site

USD 180,000 - 240,000

Full time

13 days ago
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Benefits offered by this job

Health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Training & career growth

Job summary

WealthBridge Financial Group in the United States is seeking a seasoned financial advisor to step into the Managing Director, Advisor Growth role. You will lead an experienced team while continuing your own client practice.

You will recruit, mentor, and develop high-performing advisors, shaping firm growth with a strategic leadership style and strong client-centric focus. Must be authorized to work in the United States.

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 available)
  • Demonstrated success in client development and relationship management
  • Leadership ability with mentoring and team-building focus
  • Authorized to work in the United States

Responsibilities

  • Lead and grow a team of advisors while maintaining personal client work
  • Recruit, train, and mentor advisors to improve performance
  • Foster a high-performance culture and strategic growth
  • Partner with leadership to shape the firm's future direction

Skills

Team leadership
Client development
Mentoring
Strategic planning

Education

Life and Health Insurance License

Tools

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group in the United States is seeking a seasoned financial advisor to step into the Managing Director, Advisor Growth role. You will lead an experienced team while continuing your own client practice.

You will recruit, mentor, and develop high-performing advisors, shaping firm growth with a strategic leadership style and strong client-centric focus. Must be authorized to work in the United States.

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