Managing Director

Wealthbridge-Financial-Group; Louisville (KY); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life & Disability Insurance

Wellness programs

Career development

Job summary

WealthBridge Financial Group seeks a Managing Director to lead and grow our team of financial advisors while maintaining a thriving personal practice. This PLAYER/COACH role emphasizes mentoring, client acquisition, and strategic growth in wealth management.

You will oversee advisor development, expand client portfolios, and ensure service excellence aligned with our standards, leveraging brand strength to drive growth.

Qualifications

• Minimum of 3 years in financial services or wealth management with a 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 financial planning.
• Authorization to work in the United States.

Responsibilities

• Mentor advisors and lead by example.
• Expand client portfolios and ensure exceptional service delivery.
• Develop high-performing teams and execute strategic growth initiatives.
• Drive business growth through client relationships and proactive planning.

Skills

Leadership

Team development

Mentoring advisors

Client acquisition

Financial planning

Communication skills

Life & Health license

FINRA Series 6/7 & 63/66

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

• 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