Wealth Management MD - Player/Coach Leader & Growth Driver

Wealthbridge-Financial-Group; Bellevue (WA); On-site; USD 150,000 - 280,000; Full time

Job summary

WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will mentor advisors, expand client portfolios, and ensure exceptional service delivery aligned with WealthBridge’s standards, while maintaining your own client practice.

Qualifications

• Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice.
• Active Life and Health insurance license required.
• FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held.
• Authorization to work in the United States

Responsibilities

• Mentor advisors, expand client portfolios, and ensure exceptional service delivery aligned with WealthBridge’s standards.
• Lead by example with a thriving personal practice in a PLAYER/COACH role.

Skills

Leadership

Mentoring

Client relations

Strategic planning

Communication

Job description

WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will mentor advisors, expand client portfolios, and ensure exceptional service delivery aligned with WealthBridge’s standards, while maintaining your own client practice.