Managing Director: Lead & Grow Your Advisory Practice

WealthBridge Financial Group; Bixby (OK); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work and shaping the firm’s growth.

You will recruit, mentor and develop high-performing teams, foster a performance-driven culture, and leverage the firm's 175-year history and brand to expand practices nationwide.

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 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 and grow the practice.
• Recruit, mentor, and develop advisors; foster a high-performance culture.
• Continue personal client work while shaping the firm's future growth.

Skills

Team leadership

Mentoring

Business development

Client relationship management

Financial advisory

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work and shaping the firm’s growth.

You will recruit, mentor and develop high-performing teams, foster a performance-driven culture, and leverage the firm's 175-year history and brand to expand practices nationwide.