Wealth Growth Director & Team Leader

WealthBridge Financial Group; Columbus (OH); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life insurance

Disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role designed for an experienced professional who has built a personal practice and is ready to scale leadership. You will build and lead a team of seasoned advisors, recruit and mentor peers, and drive growth while continuing client work.

The role emphasizes leadership, mentorship, and shaping the firm’s future, leveraging the firm’s long-standing history and brand strength to empower your

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

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 firm growth.

Skills

Team leadership

Client development

Mentoring

Growth mindset

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role designed for an experienced professional who has built a personal practice and is ready to scale leadership. You will build and lead a team of seasoned advisors, recruit and mentor peers, and drive growth while continuing client work.

The role emphasizes leadership, mentorship, and shaping the firm’s future, leveraging the firm’s long-standing history and brand strength to empower your