Managing Director

WealthBridge Financial Group; Windsor (CT); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Top-tier health coverage including e.g

401(k) retirement plan with company 0

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group seeks a Managing Director to lead and grow a team of financial advisors while maintaining a personal client practice. You’ll recruit, mentor, and foster a high-performance culture to drive the firm’s growth and strategic direction.

You will leverage the firm's extensive history, infrastructure, and brand strength to expand your practice, mentor others, and shape long-term leadership initiatives within WealthBridge.

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 who are looking to elevate their practices.
• Recruit and mentor fellow advisors, foster a high-performance culture, and help shape future growth of the firm.
• Continue your own client work while expanding the practice and brand presence.
• Collaborate with leadership to drive strategic initiatives and growth.

Skills

Leadership

Team building

Business development

Client relationship management

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 onbuilding and leading a team of experienced financial advisorswho 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.

• 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




• 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