Managing Director

Wealthbridge-Financial-Group; Reno (NV); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Career growth & 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 relationships, and executing strategic growth initiatives.

You will expand client portfolios, ensure service excellence, and drive WealthBridge’s standards and values across the firm.

Qualifications

• 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.

Responsibilities

• Lead and grow a team of financial advisors and maintain a thriving personal practice.
• Mentor advisors, develop high-performing teams, and execute strategic growth initiatives.
• Expand client portfolios while delivering exceptional service aligned with WealthBridge standards.
• Build client relationships and oversee end-to-end financial planning for clients.
• Operate in a PLAYER/COACH capacity, leading by example.

Skills

Leadership

Mentoring advisors

Client acquisition

Client retention

Financial planning

Communication skills

Interpersonal skills

Authorization to work in the United

Education

FINRA Series 6/7 and 63/66 licenses

Life and health insurance license

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