Managing Director: Lead a High-Performance Advisory Team

WealthBridge Financial Group; Montgomery (AL); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life and disability insurance

Employee wellness programs

Career growth and training

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory track record. This leadership role combines personal client work with building and guiding a team of seasoned advisors to elevate practices and drive sustained growth.

The role emphasizes recruiting, mentoring, and fostering a high-performance culture, leveraging the firm’s long-standing reputation and resources to expand market presence.

Qualifications

• Minimum 3 years of experience in financial services with a growing personal practice.
• 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 expanding the firm’s practice.
• Shape the future growth of WealthBridge Financial Group.

Education

Life & Health License

Tools

FINRA Series 6/7 & 63/66 licenses

Job description

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory track record. This leadership role combines personal client work with building and guiding a team of seasoned advisors to elevate practices and drive sustained growth.

The role emphasizes recruiting, mentoring, and fostering a high-performance culture, leveraging the firm’s long-standing reputation and resources to expand market presence.