Managing Director, Advisor Growth

Wealthbridge Financial Group; Fairfield (OH); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Top-tier health coverage including75?

401(k) retirement plan with company 匹配

Life and disability insurance

Employee wellness programs and mental 

Job summary

WealthBridge Financial Group in the United States seeks a Managing Director, Advisor Growth to lead a team of experienced financial advisors while maintaining your own client practice.

You will recruit, mentor, and develop a high-performance culture, leveraging the firm's long-standing history to grow your practice and shape the future growth strategy. This leadership role emphasizes growth with ongoing personal client service.

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, planning, and relationship management.
• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue personal client work while recruiting and mentoring advisors.
• Foster a high-performance culture and guide future growth of the firm.
• Shape long-term growth strategy for Advisor Growth.

Skills

Team leadership

Client development

Mentoring

Growth mindset

Education

Life license

Health license

Series 6/7/63/66

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