Managing Director

Wealthbridge-Financial-Group; Kent (WA); On-site; USD 150,000 - 230,000; Full time

Job summary

WealthBridge Financial Group seeks an experienced Managing Director to lead and grow our team of financial advisors in Kent, WA. This PLAYER/COACH role combines leading a high-performing practice with active client management and growth initiatives.

You will mentor advisors, expand client portfolios, and ensure service delivery that reflects WealthBridge's standards while leveraging the firm’s brand and resources to achieve strategic growth.

Qualifications

• Leadership and mentoring capabilities for a wealth advisory team.
• Strong client relationship building and retention skills.
• Proven ability to grow assets and expand client portfolios.

Responsibilities

• Mentor advisors and build a high-performing team.
• Expand client portfolios and deliver exceptional service.
• Lead by example with your own client practice.

Skills

Leadership

Mentoring

Client relationships

Business development

Communication

Regulatory licensing

Work authorization

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