Managing Director

WealthBridge Financial Group; Warsaw (IN); On-site; USD 150,000 - 350,000; 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 is seeking a proven Managing Director to lead and grow a team of experienced financial advisors while continuing personal client service.

You will recruit, mentor, and shape a high-performance culture, leveraging the firm’s long history and strong brand to drive sustainable growth and leadership across the practice.

Based in the United States, this role offers equity-like opportunities and a platform to expand your personal practice within a supportive network.

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 focused on elevating practices.
• Continue personal client work while expanding the firm’s advisory team.
• Recruit, mentor, and develop high-performing advisors.
• Foster a high-performance culture and guide growth strategy.
• Shape the future growth of WealthBridge Financial Group.

Skills

Client development

Leadership

Mentoring

Relationship management

Strategic growth mindset

Executive leadership

Business development

Team building

Education

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 role. 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