Managing Director, Advisor Growth

WealthBridge Financial Group; Worthington (OH); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness resources

Training programs

Job summary

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth—a senior leader who has built a personal practice and now aims to lead and scale a team of financial advisors. You will continue managing your own client work while recruiting, mentoring, and driving a high-performance culture across the advisory group.

With access to the firm’s resources, you’ll shape growth strategy, develop leadership capabilities, and foster long-term practice advancement within a firm that combines

Qualifications

• Leadership experience with teams of financial advisors.
• Proven ability to recruit and develop advisors.
• Strong client development and relationship management.
• Authorized to work in the United States.

Responsibilities

• Lead and grow a team of financial advisors.
• Recruit, mentor, and develop advisors to elevate performance.
• Balance personal client work with team leadership responsibilities.

Skills

Leadership

Mentoring & coaching

Business development

Client relationship management

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.

Requirements

• 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

Benefits

• 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