Managing Director

WealthBridge Financial Group; Mountain Brook (AL); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life and disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group seeks a Managing Director with a proven financial advisory track record to lead and grow the firm in Mountain Brook, AL. You will build and mentor a team of advisors while continuing your own client work, shaping strategy, and promoting a high-performance culture.

You will drive long-term growth, recruit talent, and leverage the firm's infrastructure and legacy to scale practices. A leadership mindset and strong client development background are essential.

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.
• Continue your own client work while growing the team.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture to drive growth.
• Shape the future growth of WealthBridge Financial Group.

Skills

Client development

Leadership

Mentoring

Relationship management

Business mindset

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