Managing Director, Wealth Advisory & Team Leadership

WealthBridge Financial Group; Clinton (MS); On-site; USD 140,000 - 260,000; Full time

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Clinton, MS. This position is ideal for an experienced advisor who has built a personal practice and now aims to lead a team while continuing to serve clients.

As Managing Director, you will recruit, mentor and develop a high-performing group of advisors, shape growth strategy, and leverage the firm's 175-year heritage to amplify your leadership style and practice.

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.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of financial advisors while continuing your own client work.
• Recruit, mentor, and develop high-performing advisors.
• Foster a high-performance culture and drive long-term growth.
• Shape the firm's future growth strategy.

Skills

Client development

Leadership

Mentorship

Relationship management

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Clinton, MS. This position is ideal for an experienced advisor who has built a personal practice and now aims to lead a team while continuing to serve clients.

As Managing Director, you will recruit, mentor and develop a high-performing group of advisors, shape growth strategy, and leverage the firm's 175-year heritage to amplify your leadership style and practice.