Managing Director, Advisor Growth

Wealthbridge-Financial-Group

Columbus (OH)

On-site

USD 180,000 - 240,000

Full time

12 days ago
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Benefits offered by this job

Health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Training & career growth

Job summary

WealthBridge Financial Group in the United States is seeking a seasoned financial advisor to step into the Managing Director, Advisor Growth role. You will lead an experienced team while continuing your own client practice.

You will recruit, mentor, and develop high-performing advisors, shaping firm growth with a strategic leadership style and strong client-centric focus. Must be authorized to work 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)
  • Demonstrated success in client development and relationship management
  • Leadership ability with mentoring and team-building focus
  • Authorized to work in the United States

Responsibilities

  • Lead and grow a team of advisors while maintaining personal client work
  • Recruit, train, and mentor advisors to improve performance
  • Foster a high-performance culture and strategic growth
  • Partner with leadership to shape the firm's future direction

Skills

Team leadership
Client development
Mentoring
Strategic planning

Education

Life and Health Insurance License

Tools

FINRA Series 6/7 and 63/66 licenses

Job description

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
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