Wealth Advisory Director: Lead & Grow a High-Performance Team

WealthBridge Financial Group; Warsaw (IN); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven track record as a financial advisor. The role emphasizes leading a team of experienced advisors, continuing your client work, and mentoring others to drive growth and performance.

You will shape the future of the firm, leveraging the company’s substantial history and support to grow your practice and leadership impact in the United States.

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).
• Authorized to work in the United States.
• Leadership experience with mentoring high-performing teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit, mentor and develop advisers while maintaining your own client work.
• Foster a high-performance culture and shape firm growth.

Skills

Leadership

Mentoring

Client development

Relationship management

Job description

WealthBridge Financial Group is seeking a Managing Director with a proven track record as a financial advisor. The role emphasizes leading a team of experienced advisors, continuing your client work, and mentoring others to drive growth and performance.

You will shape the future of the firm, leveraging the company’s substantial history and support to grow your practice and leadership impact in the United States.