Player/Coach Managing Director: Lead & Grow Wealth Practice

WealthBridge Financial Group; Scottsdale (AZ); On-site; USD 150,000 - 250,000; Full time

Job summary

WealthBridge Financial Group is seeking an experienced Managing Director to lead and grow our team of financial advisors while maintaining a thriving personal client practice. This PLAYER/COACH role emphasizes mentoring advisors, expanding portfolios, and delivering service excellence consistent with WealthBridge’s standards and values.

You will leverage our resources and brand to drive growth, mentor others, and lead by example in a dynamic wealth management environment.

Qualifications

• 3+ years of proven experience in financial services or wealth management with a personal practice.
• Active Life and Health insurance license required
• FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not held

Responsibilities

• Lead and develop a high-performing advisor team while managing your own client practice.
• Expand client portfolios and ensure exceptional service aligned with firm standards.
• Drive growth through strategic initiatives and thoughtful leadership.

Skills

Leadership

Mentoring

Business growth

Client acquisition

Job description

WealthBridge Financial Group is seeking an experienced Managing Director to lead and grow our team of financial advisors while maintaining a thriving personal client practice. This PLAYER/COACH role emphasizes mentoring advisors, expanding portfolios, and delivering service excellence consistent with WealthBridge’s standards and values.

You will leverage our resources and brand to drive growth, mentor others, and lead by example in a dynamic wealth management environment.