Managing Director, Advisor Growth

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

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group in Beachwood, OH is seeking a Managing Director, Advisor Growth to lead a team of experienced financial advisors while maintaining your own client practice. You will recruit and mentor advisors, foster a high-performance culture, and help shape the firm's future growth with support from a long-standing brand.

The role emphasizes leadership, strategic growth, and collaboration within a storied firm renowned for its 175+ years of history and strong client-centric focus.

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

• Building and leading a team of experienced financial advisors
• Recruiting and mentoring fellow advisors
• Fostering a high-performance culture
• Shaping the future growth of the firm
• Maintaining your own client work while growing the practice

Job description

Managing Director, Advisor Growth | WealthBridge

WealthBridge Financial Group is seeking a

Managing Director, Advisor Growth | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director, Advisor Growth. 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