Managing Director

WealthBridge Financial Group; Warsaw (IN); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven track record as a financial advisor. The role emphasizes leading a team of experienced advisors, continuing your client work, and mentoring others to drive growth and performance.

You will shape the future of the firm, leveraging the company’s substantial history and support to grow your practice and leadership impact in the United States.

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 available).
• Authorized to work in the United States.
• Leadership experience with mentoring high-performing teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit, mentor and develop advisers while maintaining your own client work.
• Foster a high-performance culture and shape firm growth.

Skills

Leadership

Mentoring

Client development

Relationship management

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