Wealth Leadership MD: Build & Lead Elite Advisor Team

WealthBridge Financial Group; Trussville (AL); On-site; USD 120,000 - 230,000; Full time

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. You will build and lead a team of experienced advisors while continuing your own client work, mentoring peers, and shaping the firm’s growth strategy.

Ideal candidates have a personal practice, at least 3 years in financial services, and active licenses. A strong business mindset and leadership passion are essential for long-term success within the firm.

Qualifications

• Minimum 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 own client work while expanding practice.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture and guide firm growth.

Skills

Financial advisory

Team leadership

Mentoring

Client development

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. You will build and lead a team of experienced advisors while continuing your own client work, mentoring peers, and shaping the firm’s growth strategy.

Ideal candidates have a personal practice, at least 3 years in financial services, and active licenses. A strong business mindset and leadership passion are essential for long-term success within the firm.