Managing Director, Advisor Growth — Lead an Advisory Team

WealthBridge Financial Group

Blue Ash (OH)

On-site

USD 150,000 - 230,000

Full time

5 hours ago
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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director, Advisor Growth. You will lead a team of experienced advisors while continuing your own client work, shaping growth with a long-term vision.

This role emphasizes recruitment, mentoring, and building a high-performance culture to drive the firm’s future success and expand its advisory practice nationwide.

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 if not held).
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership with mentoring and building high-performing teams.
  • Authorized to work in the United States.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Recruit, mentor, and develop advisors.
  • Continue personal client work while growing the practice.
  • Shape future growth and maintain a high-performance culture.

Skills

Leadership
Client development
Relationship management
Mentoring
Strategic growth mindset

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director, Advisor Growth. You will lead a team of experienced advisors while continuing your own client work, shaping growth with a long-term vision.

This role emphasizes recruitment, mentoring, and building a high-performance culture to drive the firm’s future success and expand its advisory practice nationwide.

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