Managing Director: Advisor Growth Leader

Wealthbridge-Financial-Group

Blue Ash (OH)

On-site

USD 150,000 - 230,000

Full time

11 days ago
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Benefits offered by this job

Health coverage (medical, dental, and視
401(k) with company match
Life and disability insurance
Wellness programs
Ongoing training

Job summary

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth to lead a team of experienced financial advisors while sustaining your own client practice. You will recruit, mentor, and develop advisors, drive performance, and shape the firm’s growth strategy.

You will operate within a legacy firm offering solid brand strength, infrastructure, and growth opportunities, with access to ongoing training and support.

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.
  • Continue your own client work while growing the practice.
  • Recruit, mentor and develop advisors; foster a high-performance culture.

Skills

Leadership
Mentoring
Business acumen
Client development
Team building
Strategic planning

Job description

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth to lead a team of experienced financial advisors while sustaining your own client practice. You will recruit, mentor, and develop advisors, drive performance, and shape the firm’s growth strategy.

You will operate within a legacy firm offering solid brand strength, infrastructure, and growth opportunities, with access to ongoing training and support.

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