Wealth Management MD & Player/Coach Leader

Wealthbridge-Financial-Group; Kent (WA); On-site; USD 150,000 - 230,000; Full time

Job summary

WealthBridge Financial Group seeks an experienced Managing Director to lead and grow our team of financial advisors in Kent, WA. This PLAYER/COACH role combines leading a high-performing practice with active client management and growth initiatives.

You will mentor advisors, expand client portfolios, and ensure service delivery that reflects WealthBridge's standards while leveraging the firm’s brand and resources to achieve strategic growth.

Qualifications

• Leadership and mentoring capabilities for a wealth advisory team.
• Strong client relationship building and retention skills.
• Proven ability to grow assets and expand client portfolios.

Responsibilities

• Mentor advisors and build a high-performing team.
• Expand client portfolios and deliver exceptional service.
• Lead by example with your own client practice.

Skills

Leadership

Mentoring

Client relationships

Business development

Communication

Regulatory licensing

Work authorization

Job description

WealthBridge Financial Group seeks an experienced Managing Director to lead and grow our team of financial advisors in Kent, WA. This PLAYER/COACH role combines leading a high-performing practice with active client management and growth initiatives.

You will mentor advisors, expand client portfolios, and ensure service delivery that reflects WealthBridge's standards while leveraging the firm’s brand and resources to achieve strategic growth.