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WealthBridge is seeking a Managing Director who will lead and grow a team of financial advisors while continuing to manage a personal book of business. The role emphasizes mentoring, strategic growth, and building a high-performing practice within a legacy-backed firm.
You’ll recruit, train, and guide advisors, fostering a culture of excellence and long-term client success, with support from WealthBridge’s resources and brand.
WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 onbuilding and leading a team of experienced financial advisorswho 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.
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
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