Managing Director

WealthBridge Financial Group; Farmington (NM); On-site; USD 200,000 - 350,000; Full time

Job summary

WealthBridge Financial Group is seeking an experienced 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 mentor advisors, expand client portfolios, and ensure service delivery aligned with WealthBridge's standards and values.

Qualifications

• Minimum 3 years in financial services or wealth management with a personal practice.
• Active Life and Health insurance license required.
• Sponsorship available if not currently held.
• Authorization to work in the United States.

Responsibilities

• Mentor advisors and lead a high-performing team of financial professionals.
• Grow client portfolios and ensure exceptional service delivery.
• Develop and execute strategic initiatives to drive business growth.
• Manage personal client practice while leading by example.

Skills

Leadership

Mentoring

Client acquisition

Communication

Strategic thinking

Education

Life and Health Insurance License

FINRA Series 6/7 and 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.

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-performance 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

Requirements

• 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