Managing Director: Lead a High-Performance Wealth Team

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

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness resources

Training & growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Knoxville, TN. This position focuses on leading a team of advisors while maintaining personal client work, recruiting and mentoring staff, and shaping the firm’s growth with a leadership vision.

The role offers the backing of a long-established firm with a strong brand and history. Ideal for someone ready to transition to leadership while continuing client service and practice expansion.

Qualifications

• 3+ years in financial services with growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 preferred (sponsorship available).
• Demonstrated success in client development, planning and relationship mgmt.
• Leadership ability with interest in mentoring and building teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to elevate practices.
• Foster a high-performance culture and guide future growth.
• Continue your own client work while expanding the firm’s footprint.

Skills

Leadership

Mentoring

Client Development

Team Building

Strategic Growth

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Knoxville, TN. This position focuses on leading a team of advisors while maintaining personal client work, recruiting and mentoring staff, and shaping the firm’s growth with a leadership vision.

The role offers the backing of a long-established firm with a strong brand and history. Ideal for someone ready to transition to leadership while continuing client service and practice expansion.