Managing Director, Wealth Advisory — Player/Coach Leader

WealthBridge Financial Group; Farmington (NM); On-site; USD 200,000 - 350,000; Full time

Job summary

WealthBridge Financial Group is seeking an experienced Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will mentor advisors, expand client portfolios, and ensure service delivery aligned with WealthBridge's standards and values.

Qualifications

• Minimum 3 years in financial services or wealth management with a personal practice.
• Active Life and Health insurance license required.
• Sponsorship available if not currently held.
• Authorization to work in the United States.

Responsibilities

• Mentor advisors and lead a high-performing team of financial professionals.
• Grow client portfolios and ensure exceptional service delivery.
• Develop and execute strategic initiatives to drive business growth.
• Manage personal client practice while leading by example.

Skills

Leadership

Mentoring

Client acquisition

Communication

Strategic thinking

Education

Life and Health Insurance License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking an experienced Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will mentor advisors, expand client portfolios, and ensure service delivery aligned with WealthBridge's standards and values.