Managing Director

WealthBridge Financial Group; City of Johnstown (NY); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) match

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in New York. This position combines leadership of a growing advisory team with ongoing client work and firm-building responsibilities.

Based in New York, you will recruit, mentor, and develop high-performing advisors while leveraging the firm's 175-year history and strong brand. The role offers growth, collaboration, and a pathway to shape future growth.

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 if not held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with an interest in 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 financial advisors to elevate practices.
• Recruit, mentor, and develop advisors while maintaining personal client work.
• Foster a high-performance culture and shape firm growth direction.
• Leverage WealthBridge's history and brand to expand the business.

Skills

Client development

Leadership

Mentoring

Strategic planning

Relationship management

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history - while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

• 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

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support