Growth‑Oriented Managing Director: Lead Elite Advisors

WealthBridge Financial Group

New Albany (OH)

On-site

USD 180,000 - 250,000

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
Employee wellness programs
Career growth opportunities

Job summary

WealthBridge Financial Group in Ohio seeks a Managing Director, Advisor Growth with a proven financial advisory background to lead a growing team of experienced financial advisors while continuing your own client work.

You will recruit, mentor, and shape a high-performance culture, leveraging the firm's long history and strong brand to drive practice growth and develop a leadership style that reflects your vision.

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 while maintaining your own client work.
  • Recruit, mentor, and develop advisors to elevate practices.
  • Foster a high-performance culture and shape future growth of the firm.
  • Leverage the firm's history and brand strength to grow the advisory practice.

Skills

Client development
Team leadership
Mentoring
Strategic growth

Education

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group in Ohio seeks a Managing Director, Advisor Growth with a proven financial advisory background to lead a growing team of experienced financial advisors while continuing your own client work.

You will recruit, mentor, and shape a high-performance culture, leveraging the firm's long history and strong brand to drive practice growth and develop a leadership style that reflects your vision.

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