Managing Director

WealthBridge Financial Group

Memphis (TN)

On-site

USD 150,000 - 300,000

Full time

5 days ago
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Benefits offered by this job

Health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory background to lead a growing practice. You will build and lead a team of experienced advisors while continuing your own client work and mentoring your colleagues.

The role emphasizes a high-performance culture, strategic growth, and alignment with a firm boasting a long-standing history. The position rewards leadership with sponsorship for licensing, ongoing training, and career growth opportunities as

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

  • Build and lead a team of experienced financial advisors.
  • Recruit and mentor fellow advisors while continuing your own client work.
  • Foster a high-performance culture and shape firm growth.
  • Develop leadership style that reflects your vision and the firm's history.

Skills

Client development
Leadership
Mentoring
Relationship management

Education

Life & Health license
FINRA Series 6/7 and 63/66

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
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