Managing Director

WealthBridge Financial Group; Roswell (NM); On-site; USD 120,000 - 180,000; Full time

Job summary

WealthBridge Financial Group in Roswell, NM is seeking a Managing Director to lead and grow our team of financial advisors. This player/coach role combines leadership with maintaining a thriving personal practice and delivering exceptional service to clients.

You will mentor advisors, expand client portfolios, and execute strategic initiatives to drive growth while upholding WealthBridge's 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.

Responsibilities

• Mentor financial advisors and expand client portfolios.
• Lead by example in a player/coach capacity while maintaining a personal practice.
• Develop and execute strategic initiatives to grow the business.
• Deliver exceptional service aligned with WealthBridge Financial Group standards.

Skills

Leadership

Mentoring Advisors

Client Relationship Management

Strategic Growth

Communication Skills

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.

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-performance 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

Requirements

• 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