Managing Director, Advisor Growth

Wealthbridge-Financial-Group; Cleveland (OH); In loco; USD 150.000 - 230.000; Tempo pieno

Vantaggi offerti da questo lavoro

Top-tier health coverage

401(k) retirement plan with company 
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Life and disability insurance

Employee wellness programs

Career growth opportunities

Descrizione del lavoro

WealthBridge Financial Group seeks a proven financial advisor stepping into a strategic Managing Director, Advisor Growth. You will lead growth by expanding your practice while building and guiding a team of experienced advisors.

You’ll recruit, mentor, and shape a high‑performance culture, leveraging the firm’s 175‑year history and strong brand to scale client relationships and drive long‑term value.

Competenze

• 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).
• Authorized to work in the United States.
• Demonstrated leadership and client development capability.

Mansioni

• Build and lead a team of experienced financial advisors.
• Maintain personal client work while recruiting and mentoring others.
• Foster a high-performance culture and drive growth strategy.
• Leverage firm infrastructure and brand to scale client relationships.

Descrizione del lavoro

Managing Director, Advisor Growth | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 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