Wealth Management Practice Leader & Coach

Wealthbridge-Financial-Group; Tacoma (WA); On-site; USD 150,000 - 210,000; Full time

Job summary

WealthBridge Financial Group in Washington state seeks an experienced Managing Director to lead and grow our team of financial advisors. This player/coach role combines a thriving personal practice with high-visibility leadership to drive client service and business growth.

You will mentor advisors, expand client portfolios, and ensure service excellence aligned with WealthBridge's standards. This is a growth-focused leadership opportunity offering strategic impact.

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.
• Strong leadership and team development skills.
• Proven track record in client acquisition, retention, and comprehensive financial planning.
• Business-oriented mindset with long-term strategic vision.
• Excellent communication and interpersonal skills.
• Authorization to work in the United States.

Responsibilities

• Lead and grow a team of financial advisors while maintaining your own client practice.
• Mentor advisors and develop high-performing teams.
• Expand client portfolios and ensure exceptional service delivery.
• Drive strategic initiatives to grow the business.

Skills

Leadership

Mentoring Advisors

Business Development

Client Acquisition

Strategic Planning

Communication Skills

Team Development

Client Relationships

Job description

WealthBridge Financial Group in Washington state seeks an experienced Managing Director to lead and grow our team of financial advisors. This player/coach role combines a thriving personal practice with high-visibility leadership to drive client service and business growth.

You will mentor advisors, expand client portfolios, and ensure service excellence aligned with WealthBridge's standards. This is a growth-focused leadership opportunity offering strategic impact.