Managing Director, Advisor Growth

Wealthbridge Financial Group; Youngstown (OH); On-site; USD 150,000 - 240,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company a?

Life and disability insurance

Employee wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director, Advisor Growth role. This leadership position focuses on building and leading a team of experienced financial advisors while continuing your own client work.

You will recruit, mentor, foster a high-performance culture, and help shape the firm's future growth. The role leverages the firm’s long history and strong brand while allowing you to expand your practice with your own leadership vision.

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 and support available if not currently held).
• Demonstrated success in client development, planning, and relationship management.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors, fostering a high-performance culture.
• Continue your own client work while growing the practice.
• Shape the future growth of the firm with a leadership-driven approach.

Skills

Leadership

Mentoring

Client development

Relationship management

Growth mindset

Education

Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

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