Managing Director, Advisor Growth Leader

WealthBridge Financial Group

Blue Ash (OH)

On-site

USD 120,000 - 190,000

Full time

12 days ago
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Benefits offered by this job

Top-tier health coverage
401(k) retirement plan with company m
Life and disability insurance
Employee wellness programs

Job summary

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth to build and lead a team of experienced financial advisors while continuing your own client practice. This leadership role emphasizes recruiting, mentoring, and cultivating a high-performance culture to propel firm growth.

You will help shape WealthBridge's future while leveraging the firm's 175-year history, brand strength, and infrastructure to grow your practice with independence and clear leadership.

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 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.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Recruit and mentor fellow advisors, foster a high-performance culture.
  • Help shape the future growth of the firm while maintaining your client practice.
  • Provide leadership that reflects the firm's long-term vision and values.

Skills

Financial services experience
Team leadership
Mentoring
Client relationship management
Business development

Job description

WealthBridge Financial Group is seeking a Managing Director, Advisor Growth to build and lead a team of experienced financial advisors while continuing your own client practice. This leadership role emphasizes recruiting, mentoring, and cultivating a high-performance culture to propel firm growth.

You will help shape WealthBridge's future while leveraging the firm's 175-year history, brand strength, and infrastructure to grow your practice with independence and clear leadership.

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