Managing Director: Lead & Scale a High-Impact Advisory Team

WealthBridge Financial Group

Broken Arrow (OK)

On-site

USD 120,000 - 210,000

Full time

4 days ago
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Benefits offered by this job

Health coverage
401(k) match
Life & disability insurance
Wellness programs
Training & growth

Job summary

WealthBridge Financial Group seeks a proven financial advisor stepping into a Managing Director role. You will continue your client work while recruiting and mentoring a team of experienced advisors, fostering a high-performance culture and guiding the firm's future growth.

With the firm's 175-year legacy, you will have strong brand support and infrastructure, yet retain the freedom to grow your practice and implement your leadership vision.

Qualifications

  • Minimum of 3 years 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

  • This section intentionally excludes responsibilities not stated in the HTML.

Skills

Leadership
Client development
Financial services
Life/Health License
FINRA licenses

Job description

WealthBridge Financial Group seeks a proven financial advisor stepping into a Managing Director role. You will continue your client work while recruiting and mentoring a team of experienced advisors, fostering a high-performance culture and guiding the firm's future growth.

With the firm's 175-year legacy, you will have strong brand support and infrastructure, yet retain the freedom to grow your practice and implement your leadership vision.

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