Managing Director

WealthBridge Financial Group; Inkom (ID); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 1

Life and disability insurance

Employee wellness programs

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to lead, recruit, and mentor a team while continuing personal client work.

You will lead a team of advisors, foster a high-performance culture, and help shape the firm’s future growth at WealthBridge, leveraging a long history and strong brand support.

Qualifications

• 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

Responsibilities

• Lead and develop a high-performing advisor team
• Recruit and mentor fellow advisors
• Foster a high-performance culture
• Help shape future growth of the firm

Skills

Leadership

Mentoring

Business development

Team building

Client relationship management

Job description

Managing Director | WealthBridge

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