Managing Director & Wealth Team Leader: Build & Mentor

WealthBridge Financial Group; Deerfield (KS); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work. You will recruit, mentor, and foster a high-performance culture to shape the firm’s growth.

With over 175 years of history, WealthBridge offers strong brand support and infrastructure, while granting freedom to develop your leadership style and personal 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 personal client work.
• Recruit, mentor, and develop advisors to elevate practices.
• Foster a high-performance culture and shape the firm’s growth strategy.
• Collaborate with leadership to implement strategic initiatives and best practices.
• Maintain active client relationships and identify growth opportunities.

Skills

Client development

Leadership

Mentoring

Strategic planning

Relationship management

Business development

Team building

Licensing knowledge

Tools

FINRA licenses (6/7/63/66)

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work. You will recruit, mentor, and foster a high-performance culture to shape the firm’s growth.

With over 175 years of history, WealthBridge offers strong brand support and infrastructure, while granting freedom to develop your leadership style and personal practice.