Managing Director — Lead a High-Performance Wealth Team

WealthBridge Financial Group

Germantown (TN)

On-site

USD 150,000 - 230,000

Full time

9 days ago
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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 is seeking a Managing Director who has a proven financial advisory practice and leadership drive to build and lead a team of experienced advisors in Germantown, Tennessee.

In addition to serving your own clients, you will recruit, mentor, and develop high-performing advisors, shaping a growth-focused culture while benefiting from the firm's strong brand and 175+ years of history.

Qualifications

  • 3+ years of experience in financial services with a growing personal practice.
  • Active Life and Health License.
  • 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

  • Build and lead a team of experienced financial advisors while continuing your own client work.
  • Recruit, mentor, and develop advisors to create a high-performing practice.
  • Foster a growth-oriented culture and collaborate with firm leadership on strategic initiatives.
  • Leverage the firm's infrastructure and brand strength to expand the business.

Skills

Leadership
Mentoring
Team building
Client development
Relationship management

Job description

WealthBridge Financial Group is seeking a Managing Director who has a proven financial advisory practice and leadership drive to build and lead a team of experienced advisors in Germantown, Tennessee.

In addition to serving your own clients, you will recruit, mentor, and develop high-performing advisors, shaping a growth-focused culture while benefiting from the firm's strong brand and 175+ years of history.

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