Managing Director, Advisor Growth

WealthBridge Financial Group

Youngstown (OH)

On-site

USD 120,000 - 240,000

Full time

8 hours ago
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Benefits offered by this job

Health coverage
401(k) with company match
Life & disability insurance
Wellness resources
Career growth & training

Job summary

WealthBridge Financial Group in Youngstown, OH seeks a Managing Director, Advisor Growth to lead and expand the firm's advisory team while maintaining your personal client practice. You will recruit, mentor, and develop high-performing advisors, shape growth strategy, and leverage our 175-year history and brand to accelerate practice expansion.

This leadership role offers autonomy, ongoing training, and resources to build a scalable, compliant, and client-centric advisory business within a

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 if not held).
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership ability with mentoring and team-building interest.
  • Business-driven mindset with long-term growth vision.
  • Authorized to work in the United States.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Continue your own client work while recruiting and mentoring others.
  • Foster a high-performance culture and shape firm growth.
  • Leverage firm resources and brand strength to scale practices.

Skills

Client development
Leadership
Mentoring
Growth strategy
Team development
Long-term growth vision

Education

FINRA Series 6/7 and 63/66 licenses preferred

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
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