Managing Director (New Jersey)

WealthBridge Financial Group; Red Bank (NJ); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Platform to build business

Marketing support

Leadership resources

Uncapped income potential

Mentorship program

Collaborative culture

Job summary

WealthBridge Financial Group in Red Bank, NJ is seeking a Managing Director to build and lead a personal practice while scaling the organization. You will recruit, train, and manage a high-performing team of financial professionals and maintain personal production in life insurance and annuities.

You’ll partner with internal specialists and external professionals to deliver holistic financial strategies, foster a growth-focused culture, and mentor emerging leaders within a supportive,

Qualifications

• Proven leadership experience in financial services.
• Ability to recruit and develop high-performing teams.
• Strong production background in life insurance and/or annuities is preferred.
• Entrepreneurial mindset with desire to build and scale a business.
• Excellent communication and relationship-building skills.

Responsibilities

• Build and lead your own team of Financial Professionals.
• Recruit, train, and develop new advisors (minimum 8 hires per year).
• Drive performance through coaching, mentorship, and accountability.
• Maintain personal production across life insurance and annuity business.
• Deliver holistic financial strategies with a consultative approach.
• Partner with internal specialists and external professionals.
• Create a growth-focused culture and client-first service.

Skills

Leadership

Recruiting

Coaching

Relationship building

Entrepreneurial mindset

Communication

Accountability

Job description

About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

The Opportunity We are seeking a Managing Director who is both a producer and a builder —someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams.

This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment.

What You’ll Do

• Build and lead your own team of Financial Professionals
• Actively recruit, train, and develop new advisors (minimum 8 hires per year)
• Drive performance through coaching, mentorship, and accountability
• Maintain personal production across life insurance and annuity business
• Deliver holistic financial strategies to clients using a consultative approach
• Partner with internal specialists and external professionals (CPAs, attorneys, etc.)
• Create a culture of growth, professionalism, and client-first service

Requirements What We’re Looking For

• Proven leadership and recruiting experience in financial services
• Strong production background (life insurance and/or annuities required)
• Entrepreneurial mindset with the desire to build and scale a business
• Ability to attract, develop, and retain talent
• High level of professionalism, drive, and accountability
• Excellent communication and relationship-building skills

Role Expectations This is a leadership-focused position intended for individuals committed to building and managing a team .

• Recruit a minimum of 8 new Financial Professionals annually
• Maintain consistent personal production to remain in good standing
• Actively mentor and grow your team’s performance and retention

What We Offer

• A platform to build your own business within an established firm
• Access to advanced planning strategies, marketing support, and leadership resources
• Competitive compensation with uncapped income potential
• Ongoing leadership development and mentorship
• A collaborative culture focused on long-term success for both clients and advisors

Benefits What sets us apart from other firms?

• Access to a collaborative network of experienced professionals and mentors
• Advanced planning resources, digital marketing support, and business development tools
• Flexible career path with entrepreneurial growth opportunities
• Ongoing training, licensing support, and professional development
• Technology platforms and tools to help streamline client engagement and planning
• A culture focused on integrity, innovation, and long-term client success