Managing Director

WealthBridge Financial Group; Vestavia Hills (AL); On-site; USD 200,000 - 320,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and

401(k) retirement plan with company-m​

Life and disability insurance

Employee wellness programs

Training and career growth

Job summary

WealthBridge Financial Group in Vestavia Hills, AL is seeking a Managing Director and proven financial advisor to lead a growing practice. You will continue client work while recruiting, mentoring and developing a high-performing team of advisors, shaping the firm's future growth with your leadership.

The role offers the resources and brand strength of WealthBridge, a firm with a long history, and the freedom to grow your practice while expanding your leadership capabilities.

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.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Continue your personal client work while expanding the practice.
• Shape the future growth and strategy of the firm.

Skills

Leadership

Business development

Mentoring

Client relationship management

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

Job description

Managing Director | WealthBridge

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