Managing Director -- Player/Coach

WealthBridge Financial Group; Phoenix (AZ); On-site; USD 180,000 - 320,000; Full time

Job summary

WealthBridge Financial Group in Phoenix, AZ seeks a Managing Director — Player/Coach to lead a team and actively manage a personal client book. You will coach advisors, set performance expectations, and drive ethical, client-centered planning across wealth, risk, and business planning strategies.

The role requires coordinating sales, marketing, and collaboration with CPAs and other partners while ensuring regulatory compliance and tracking key metrics to support office growth.

Qualifications

• Experience in comprehensive financial planning and wealth management with a client-focused mindset.
• Proven leadership and coaching abilities; ability to mentor advisors and build teams.
• Strong business development and relationship skills with centers of influence like CPAs.

Responsibilities

• Lead and coach financial professionals and manage a personal client book.
• Oversee sales activities and marketing initiatives for the office.
• Collaborate with CPAs and other advisors; ensure regulatory compliance.
• Track performance metrics and contribute to growth plans.

Skills

Leadership coaching

Business development

Relationship management

Regulatory & compliance

Communication & presentation

Strategic leadership

Client-focused planning

Mentoring advisors

Ethical practice

Education

Bachelor's degree in finance/business/economics

Advanced designations (CFP, ChFC, CLU)

Tools

Digital marketing tools

Job description

Company Description

WealthBridge Financial Group helps clients in all 50 states create, protect, and grow wealth through attentive listening, creative strategy, and purpose-driven financial planning. The firm serves individuals, families, business owners, and nonprofits with tailored strategies grounded in strong business fundamentals. Areas of specialization include advanced planning, premium financing, CPA alliances, and innovative digital marketing that supports long-term success. WealthBridge Financial Group operates independently while offering securities and investment advisory services through Equity Services, Inc., a broker/dealer and registered investment adviser affiliate of National Life Group. Team members join a collaborative environment focused on proactive guidance and acting in the client’s best interest at every stage of their financial journey.

Role Description

The Managing Director — Player/Coach is a full-time, on-site leadership role based in Phoenix, AZ, responsible for both leading a team and actively managing a personal book of business. This role involves coaching and developing financial professionals, setting performance expectations, and fostering a culture of ethical, client-centered planning. The Managing Director will work directly with clients to design and implement comprehensive financial strategies, including wealth accumulation, risk management, and business planning solutions. Day-to-day responsibilities include overseeing sales activities, coordinating marketing initiatives, collaborating with internal and external partners (such as CPAs and other advisors), and ensuring adherence to regulatory and compliance standards. The position also requires tracking key performance metrics, contributing to strategic growth plans for the office, and representing WealthBridge Financial Group in the local community.

Qualifications

• Experience in comprehensive financial planning, wealth management, and advanced planning solutions, with a strong client-focused mindset.
• Proven leadership and coaching abilities, including mentoring advisors, building teams, and driving performance in a collaborative environment.
• Strong business development and relationship management skills, including networking with centers of influence such as CPAs and business owners.
• Solid understanding of regulatory and compliance requirements in securities, investment advisory, and insurance, with a commitment to ethical practice.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain complex financial concepts clearly.
• Demonstrated ability to manage both strategic leadership responsibilities and a personal client practice simultaneously.
• Relevant licenses (such as FINRA registrations and state insurance licenses) or the ability to obtain them within a specified timeframe.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience; advanced designations (e.g., CFP®, ChFC®, CLU®) are a plus.
• Familiarity with digital marketing strategies and technology tools used in modern financial services practices is beneficial.