Managing Director, Advisor Growth

Wealthbridge-Financial-Group; Westlake (OH); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director, Advisor Growth role. You will lead a team of experienced advisors, recruit and mentor new talent, and continue your own client work to drive growth.

With 175 years of history and robust brand support, you will shape the firm’s future while maintaining your practice, developing leadership style, and progressing in a high-performance culture across the organization.

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 mentoring and building high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue your own client work while guiding the team.
• Recruit and mentor fellow advisors for growth.
• Foster a high-performance culture and shape future growth.
• Collaborate with leadership to align strategy and execution.

Skills

Leadership

Client development

Mentoring

Business acumen

Licensed advisor (Life & Health)

Work authorization (US)

Job description

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.

• 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