Managing Director

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

Job summary

WealthBridge Financial Group is seeking 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 advisors, expanding client portfolios, and delivering service excellence in line with WealthBridge's standards and values. You will leverage the firm's resources to drive growth and client outcomes.

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.
• Authorization to work in the United States.

Responsibilities

• Mentor and lead a team of financial advisors while maintaining an active personal practice.
• Expand client portfolios and ensure exceptional service delivery aligned with firm standards.
• Drive growth through strategic leadership and hands-on coaching of advisors.

Skills

Leadership

Mentoring Advisors

Client Acquisition

Client Retention

Financial Planning

Communication

Interpersonal Skills

Work Authorization

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