Managing Director, Advisor Growth

Wealthbridge-Financial-Group; New Albany (OH); On-site; USD 180,000 - 340,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director, Advisor Growth role. This position is ideal for an experienced advisor who has built a personal practice and now seeks a leadership role focused on growth and team development.

Your primary focus will be building and leading a team of advisors while maintaining your client work, recruiting and mentoring, and fostering a high-performance culture to drive long-term growth.

Qualifications

• Minimum 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 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.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Continue your own client work while growing the practice and shaping firm growth.
• Develop leadership style aligned with vision and growth strategy.

Skills

Financial services experience

Client development

Leadership

Mentoring teams

Strategic growth mindset

US work authorization

Tools

FINRA licenses (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