Managing Director

WealthBridge Financial Group; Nicholasville (KY); Vor Ort; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training opportunities

Zusammenfassung

WealthBridge Financial Group is seeking a Managing Director with a proven advisory background to lead and grow a team of financial advisors in Kentucky. You’ll continue your own client work while recruiting, mentoring, and developing a high-performing culture to drive growth.

You will leverage the firm’s 175-year legacy, brand strength, and infrastructure to scale practices, attract new clients, and shape strategy aligned with long-term vision.

Qualifikationen

• 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

Aufgaben

• Lead and develop a high-performing team of financial advisors.
• Recruit, mentor, and coach advisors while growing the practice.
• Continue your own client work and drive firm growth and strategy.
• Foster a culture focused on client outcomes and scalability for the firm.

Kenntnisse

Financial advisory

Team leadership

Mentoring

Client development

Strategic growth

Ausbildung

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

Jobbeschreibung

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.