Managing Director

WealthBridge Financial Group; Tulsa (OK); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. This position focuses on building and leading a team of experienced advisors, while continuing personal client work and mentoring peers to elevate practices.

You will recruit, develop, and foster a high-performance culture, aligning with a firm boasting deep history. This is an opportunity to shape growth, leverage robust infrastructure, and implement a leadership style that matches your vision.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term vision for growth.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue personal client work while recruiting and mentoring others.
• Foster a high-performance culture and shape firm growth.
• Leverage the firm’s infrastructure, brand, and history to scale practice.

Skills

Leadership

Client development

Mentoring

Strategic growth mindset

Authorized to work in US

Education

Life & Health License

Tools

FINRA Series 6/7/63/66

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

Benefits

• 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