Managing Director - Lead Top Advisor Team & Grow Practice

WealthBridge Financial Group

Harvest (AL)

On-site

USD 180,000 - 350,000

Full time

33 hours ago
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Benefits offered by this job

Top-tier health coverage
401(k) retirement plan with company 
匹
Life and disability insurance
Employee wellness programs
Ongoing training support

Job summary

WealthBridge Financial Group is seeking a Managing Director who will lead and expand a team of experienced financial advisors while maintaining your own client practice. You will recruit, mentor, and develop advisors, fostering a high-performance culture and shaping the firm’s future growth with the support and brand strength of a historic firm.

This role emphasizes strategic leadership and client-focused growth.

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 available if not currently held).
  • Proven success in client development and relationship management.
  • Leadership ability with 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.
  • Recruit, mentor, and develop high-performing teams.
  • Continue your own client work while growing the practice and leadership footprint.
  • Foster a high-performance culture and shape future firm growth.
  • Collaborate with firm infrastructure and leverage brand strength to scale the advisory network.

Skills

Leadership
Mentoring
Client development
Relationship management
Team building
Growth mindset

Education

Active Life and Health License

Tools

FINRA Series 6/7/63/66 licenses

Job description

WealthBridge Financial Group is seeking a Managing Director who will lead and expand a team of experienced financial advisors while maintaining your own client practice. You will recruit, mentor, and develop advisors, fostering a high-performance culture and shaping the firm’s future growth with the support and brand strength of a historic firm.

This role emphasizes strategic leadership and client-focused growth.

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