Managing Director

WealthBridge Financial Group; Cleveland (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Employee wellness programs

Career growth opportunities

Job summary

A financial services firm in Cleveland is seeking a Managing Director to lead and mentor a team of financial advisors. The ideal candidate will have at least 3 years of experience, an active Life and Health License, and a strong interest in team development. The position offers top-tier health coverage, a 401(k) plan with company match, and ongoing training support. Join a firm with a legacy of over 175 years and contribute to shaping its future growth.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development, planning, and relationship management.
• Strong interest in mentoring and building high-performing teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue personal client work while mentoring fellow advisors.
• Foster a high-performance culture and shape the firm's future growth.

Skills

Client development

Leadership ability

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

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 securityLife and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support