Wealth Leadership Director: Build & Mentor Top Advisors

WealthBridge Financial Group

Mountain Brook (AL)

On-site

USD 120,000 - 190,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) matching
Life and disability insurance
Wellness programs
Training & growth

Job summary

WealthBridge Financial Group seeks a Managing Director with a proven financial advisory track record to lead and grow the firm in Mountain Brook, AL. You will build and mentor a team of advisors while continuing your own client work, shaping strategy, and promoting a high-performance culture.

You will drive long-term growth, recruit talent, and leverage the firm's infrastructure and legacy to scale practices. A leadership mindset and strong client development background are essential.

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 experienced financial advisors.
  • Continue your own client work while growing the team.
  • Recruit and mentor fellow advisors.
  • Foster a high-performance culture to drive growth.
  • Shape the future growth of WealthBridge Financial Group.

Skills

Client development
Leadership
Mentoring
Relationship management
Business mindset

Job description

WealthBridge Financial Group seeks a Managing Director with a proven financial advisory track record to lead and grow the firm in Mountain Brook, AL. You will build and mentor a team of advisors while continuing your own client work, shaping strategy, and promoting a high-performance culture.

You will drive long-term growth, recruit talent, and leverage the firm's infrastructure and legacy to scale practices. A leadership mindset and strong client development background are essential.

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