Managing Director & Team Builder for Financial Advisors

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

Benefits offered by this job

Health coverage including medical, ...

401(k) retirement plan with company

Life and disability insurance

Employee wellness programs

Career growth & training

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. This leadership position focuses on building and leading a team of experienced advisors while continuing your own client work and growing the practice.

You will recruit, mentor, and cultivate a high-performance culture that aligns with the firm’s 175-year heritage, while developing a leadership style that reflects your vision and drives long-term 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 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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue your own client work while expanding the practice.
• Recruit, mentor, and develop high‑performing teams to drive growth.
• Shape the firm's future through strategic leadership and culture.

Skills

Leadership

Team development

Business development

Client relationship management

Mentoring

Strategic growth mindset

Job description

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. This leadership position focuses on building and leading a team of experienced advisors while continuing your own client work and growing the practice.

You will recruit, mentor, and cultivate a high-performance culture that aligns with the firm’s 175-year heritage, while developing a leadership style that reflects your vision and drives long-term growth.