Managing Director & Financial Growth Leader

WealthBridge Financial Group; Modesto (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group seeks a Managing Director to lead a growing team of financial advisors while continuing to manage your own client practice. You will recruit, mentor, and develop a high-performance culture that aligns with the firm’s long-term growth strategy.

With the support and brand strength of a storied firm, you will shape how the practice scales, maintain fiduciary client service, and drive strategic initiatives that expand the firm’s footprint in the market.

Qualifications

• 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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Continue personal client work while shaping the firm's growth and strategy.

Skills

Client development

Relationship management

Leadership

Mentoring

Job description

WealthBridge Financial Group seeks a Managing Director to lead a growing team of financial advisors while continuing to manage your own client practice. You will recruit, mentor, and develop a high-performance culture that aligns with the firm’s long-term growth strategy.

With the support and brand strength of a storied firm, you will shape how the practice scales, maintain fiduciary client service, and drive strategic initiatives that expand the firm’s footprint in the market.