Managing Director: Lead Wealth Advisory Team Growth

WealthBridge Financial Group; Owasso (OK); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Top-tier benefits

Career growth opportunities

Mentorship and training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This opportunity is ideal for an experienced advisor who has built a personal practice and is ready to lead, mentoring a team while continuing client work.

As Managing Director, you will lead a team of experienced advisors, recruit and develop talent, foster a high-performance culture, and influence the firm’s growth trajectory.

Qualifications

• Minimum 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.
• Continue your own client work while growing the practice.
• Recruit, mentor, and develop high-performing advisory teams.
• Shape growth strategy and maintain firm brand and culture.

Skills

Leadership

Mentoring

Business development

Client relationship management

Strategic thinking

Education

Life/Health license

FINRA Series 6/7

FINRA Series 63/66

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This opportunity is ideal for an experienced advisor who has built a personal practice and is ready to lead, mentoring a team while continuing client work.

As Managing Director, you will lead a team of experienced advisors, recruit and develop talent, foster a high-performance culture, and influence the firm’s growth trajectory.