Managing Director

WealthBridge Financial Group; Hendersonville (TN); On-site; USD 150,000 - 270,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 1:

Life and disability insurance

Employee wellness programs

Ongoing training support

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. You will lead a team of experienced advisors while continuing your own client work, shaping the firm’s growth, and strengthening a high-performance culture.

You’ll recruit and mentor colleagues, drive business development, and partner with leadership to expand the practice across markets. The firm’s 175-year history and strong brand support empower your leadership vision.

Qualifications

• Minimum 3 years of financial services with growing personal practice.
• Active Life and Health License required.
• Licensing: FINRA Series 6/7 and 63/66 preferred; sponsorship available.
• Proven client development, planning and relationship management.
• Leadership with a strong interest in mentoring and building high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue your own client work while expanding the practice.
• Recruit, mentor and coach advisors for high performance.
• Shape future growth and uphold the firm's brand strength.

Skills

Leadership

Team management

Client development

Mentoring

Growth strategy

Education

FINRA Series 6/7 & 63/66 licensed

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