Wealth Management Director: Lead & Grow Top Advisors

WealthBridge Financial Group; The Valley (MA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with company‑to

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group seeks a Managing Director with a proven advisory background to lead a growing team while continuing personal client work. You will recruit, mentor, and develop recselling advisors, shaping the culture and future growth of the firm.

The role emphasizes leadership, client development, and a strategic mindset to drive long-term expansion within a storied firm with substantial history and resources.

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.
• Recruit and mentor fellow advisors to elevate collective practices.
• Foster a high-performance culture and drive growth strategy.
• Maintain your own client practice while shaping firm-wide growth.

Skills

Team leadership

Client development

Strategic planning

Mentoring

Education

FINRA Series 6/7 and 63/66 licenses

Active Life and Health License

Job description

WealthBridge Financial Group seeks a Managing Director with a proven advisory background to lead a growing team while continuing personal client work. You will recruit, mentor, and develop recselling advisors, shaping the culture and future growth of the firm.

The role emphasizes leadership, client development, and a strategic mindset to drive long-term expansion within a storied firm with substantial history and resources.