Managing Director

Wealthbridge-Financial-Group; Paducah (KY); On-site; USD 150,000 - 240,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life and disability insurance

Wellness programs and mental health

Career growth and training

Job summary

WealthBridge Financial Group seeks an experienced 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 aligned with WealthBridge’s standards.

Qualifications

• Minimum of 3 years of proven experience 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 comprehensive financial planning.
• Business-oriented mindset with long-term strategic vision.
• Excellent communication and interpersonal skills.
• Authorization to work in the United States.

Responsibilities

• Lead and grow our team of financial advisors.
• Mentor advisors and develop high-performing teams.
• Expand client portfolios and ensure exceptional service delivery.
• Maintain your own client practice while leading by example.

Skills

Leadership

Mentoring Advisors

Strategic Growth

Client Relationships

Financial Planning

Communication

Regulatory Licensing

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