Managing Director & Wealth Advisor — Lead Top Teams

WealthBridge Financial Group; Model City (NY); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. You will build and lead a team of experienced financial advisors while continuing your own client work, recruiting and mentoring peers to elevate the practice.

With a long history, you’ll shape growth and culture, leveraging the firm’s support and brand to expand practices and develop your leadership style. A premium opportunity for senior professionals in wealth management.

Qualifications

• Minimum 3 years in financial services with growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship available).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with strong mentoring interest.
• Business-driven mindset with long-term growth vision.
• Authorized to work in the United States (US).
• CFP preferred but not required with relevant experience.

Responsibilities

• Lead and build a high-performing team of financial advisors.
• Recruit, mentor, and coach advisors to elevate practices.
• Maintain your own client work while growing the group through new business.
• Shape firm growth strategy and foster a performance-driven culture.

Skills

Client development

Leadership

Mentoring

Relationship management

Sales strategy

Education

FINRA Series 6/7/63/66

Active Life & Health License

Certified Financial Planner

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. You will build and lead a team of experienced financial advisors while continuing your own client work, recruiting and mentoring peers to elevate the practice.

With a long history, you’ll shape growth and culture, leveraging the firm’s support and brand to expand practices and develop your leadership style. A premium opportunity for senior professionals in wealth management.