Managing Director, Advisor Growth — Lead Top Advisors

WealthBridge Financial Group

Beachwood (OH)

On-site

USD 150,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) match
Life insurance
Disability insurance
Wellness programs
Career growth

Job summary

WealthBridge Financial Group in Beachwood, OH is seeking a Managing Director, Advisor Growth to lead a team of experienced financial advisors while maintaining your own client practice. You will recruit and mentor advisors, foster a high-performance culture, and help shape the firm's future growth with support from a long-standing brand.

The role emphasizes leadership, strategic growth, and collaboration within a storied firm renowned for its 175+ years of history and strong client-centric focus.

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
  • 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

Responsibilities

  • Building and leading a team of experienced financial advisors
  • Recruiting and mentoring fellow advisors
  • Fostering a high-performance culture
  • Shaping the future growth of the firm
  • Maintaining your own client work while growing the practice

Job description

WealthBridge Financial Group in Beachwood, OH is seeking a Managing Director, Advisor Growth to lead a team of experienced financial advisors while maintaining your own client practice. You will recruit and mentor advisors, foster a high-performance culture, and help shape the firm's future growth with support from a long-standing brand.

The role emphasizes leadership, strategic growth, and collaboration within a storied firm renowned for its 175+ years of history and strong client-centric focus.

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