Managing Director

WealthBridge Financial Group; Owasso (OK); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company/po

Life and disability insurance

Wellness programs

Ongoing training support

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position centers on leading a team and continuing your own client work, while expanding the practice and reinforcing the firm’s reputation.

As MD you will recruit, mentor, and develop advisors, drive a high-performance culture, and help shape the firm’s growth trajectory within a respected, long-established organization.

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 available).
• Leadership ability with interest in mentoring and building teams.

Responsibilities

• Build and lead a team of experienced financial advisors while maintaining your client practice.
• Recruit, mentor, and develop high-performing advisors to grow the firm.
• Foster a high-performance culture and shape future growth strategy.

Skills

Financial advisory

Team leadership

Business development

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Portfolio management software

Job description

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