Managing Director

Wealthbridge-Financial-Group; Farmington (NM); On-site; USD 180,000 - 280,000; Full time

Job summary

WealthBridge Financial Group seeks an experienced Managing Director to lead and grow our team of financial advisors. This PLAYER/COACH role combines a thriving personal practice with the leadership of high-performing teams and strategic growth initiatives.

You will mentor advisors, expand client portfolios, and ensure delivery excellence. The position requires a proven wealth-management background, active licenses, and a passion for developing others.

Qualifications

• Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice.
• Active Life and Health insurance license required.
• FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held.
• Strong leadership and team development skills with a passion for mentoring advisors.
• Proven track record in client acquisition, retention, and comprehensive financial planning.
• Business-oriented mindset with long-term strategic vision.
• Excellent communication and interpersonal skills.
• Authorization to work in the United States.

Responsibilities

• Lead and grow a team of financial advisors.
• Mentor advisors and expand client portfolios.
• Ensure exceptional service delivery aligned with WealthBridge’s standards and values.
• Maintain your own client practice while leading by example.
• Execute strategic initiatives to drive business growth.

Skills

Leadership

Mentoring advisors

Client acquisition

Team development

Communication

Strategic thinking

Financial planning

Tools

Life & Health insurance license

FINRA Series 6/7 license

FINRA 63/66 licenses

Job description

Managing Director | WealthBridge Financial Group

WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge’s standards and values. You’ll leverage our firm’s resources and brand strength to support your vision for growth, while maintaining your own client practice.

This is a PLAYER/COACH role -- you will have a thriving personal practice and lead by example

• Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice
• Active Life and Health insurance license required
• FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held
• Strong leadership and team development skills with a passion for mentoring advisors
• Proven track record in client acquisition, retention, and comprehensive financial planning
• Business-oriented mindset with long-term strategic vision
• Excellent communication and interpersonal skills
• Authorization to work in the United States