Managing Director

Wealthbridge-Financial-Group; Rio Rancho (NM); On-site; USD 120,000 - 250,000; Full time

Job summary

WealthBridge Financial Group in Rio Rancho, NM seeks an experienced Managing Director to lead and grow our team of financial advisors. This PLAYER/COACH role combines a thriving personal practice with strategic leadership to drive growth and client service excellence.

You will mentor advisors, expand client portfolios, and implement WealthBridge's growth initiatives while maintaining your own book of business and upholding our standards and values.

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

• Mentor and develop a high-performing team of financial advisors.
• Expand client portfolios and deepen client relationships.
• Ensure service delivery excellence aligned with WealthBridge’s standards.
• Lead by example with your own personal advisory practice.
• Drive strategic growth initiatives and long-term vision.

Skills

Leadership

Mentoring advisors

Client relationships

Strategic vision

Team development

Strong communication

Education

FINRA Series 6/7 and 63/66 licenses

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