Managing Director, Wealth Advisory Team Leader

WealthBridge Financial Group

Baton Rouge (LA)

On-site

USD 150,000 - 230,000

Full time

14 days+

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Benefits offered by this job

Health coverage (medical, dental, and视
401(k) retirement plan with company 1
Life and disability insurance
Wellness programs
Career growth opportunities and formal

Job summary

WealthBridge Financial Group is seeking a proven financial advisor to step into a Managing Director role. You will build and lead a team of experienced advisors while continuing your own client work.

The position emphasizes mentoring, culture-building, and strategic growth. With the firm’s long history, you’ll have support, brand strength, and an opportunity to develop your leadership style to fit your vision.

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 available).
  • Must be authorized to work in the United States.
  • Demonstrated success in client development, planning and relationship management.
  • Leadership ability with an interest in mentoring and building high-performing teams.
  • Business-driven mindset with a long-term growth vision.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Continue your own client work while recruiting and mentoring others.
  • Foster a high-performance culture and shape future firm growth.

Skills

Team leadership
Client development
Relationship management
Mentoring
Financial planning

Education

Life & Health License
FINRA Series 6/7 and 63/66

Job description

WealthBridge Financial Group is seeking a proven financial advisor to step into a Managing Director role. You will build and lead a team of experienced advisors while continuing your own client work.

The position emphasizes mentoring, culture-building, and strategic growth. With the firm’s long history, you’ll have support, brand strength, and an opportunity to develop your leadership style to fit your vision.

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