Kent, Washington, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial Services, Wealth Management, Team Leadership, Mentoring, Client Acquisition
Roswell, New Mexico, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Team leadership, Mentoring, Client acquisition
Bellevue, Washington, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Team leadership, Mentoring, Client acquisition
Santa Fe, New Mexico, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Leadership, Team development, Mentoring
Vancouver, Washington, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial Services, Wealth Management, Team Leadership, Mentoring, Client Acquisition
Rio Rancho, New Mexico, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Team leadership, Mentoring, Client acquisition
Tacoma, Washington, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Team leadership, Mentoring, Client acquisition
Farmington, New Mexico, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Team leadership, Mentoring, Client acquisition
Spokane, Washington, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial Services, Wealth Management, Team Leadership, Mentoring, Client Acquisition
Las Cruces, New Mexico, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial Services, Wealth Management, Team Leadership, Mentoring, Client Acquisition
Seattle, Washington, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Leadership, Team development, Mentoring
Albuquerque, New Mexico, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial Services, Wealth Management, Team Leadership, Mentoring, Client Acquisition
Phoenix, Arizona, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial services, Wealth management, Team leadership, Mentoring, Client acquisition
Scottsdale, Arizona, United States · Hybrid
Managing Director | WealthBridge Financial Group 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 devel…
Skills: Financial Services, Wealth Management, Leadership, Team Development, Mentoring
Westerville, Ohio, United States · Hybrid
WealthBridge Financial Group is seeking a results-oriented Strategic Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored…
Skills: Financial consulting, Wealth management, Retirement planning, Investment strategies, Financial analysis
Powell, Ohio, United States · Hybrid
WealthBridge Financial Group is seeking a results-oriented Strategic Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored…
Skills: Financial consulting, Wealth management, Investment strategies, Retirement planning, Financial analysis
Lewis Center, Ohio, United States · Hybrid
WealthBridge Financial Group is seeking a results-oriented Strategic Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored…
Skills: Financial consulting, Wealth management, Investment strategies, Retirement planning, Financial analysis
Clarksville, Indiana, United States · Hybrid
WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored …
Skills: Financial planning, Wealth management, Investment strategies, Retirement planning, Financial consulting
New Albany, Indiana, United States · Hybrid
WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored …
Skills: Financial planning, Wealth management, Investment strategies, Retirement planning, Analytical skills
Jeffersonville, Indiana, United States · Hybrid
WealthBridge Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored …
Skills: Financial planning, Wealth management, Investment strategies, Retirement planning, Financial analysis
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The Managing Director will lead and mentor a team of financial advisors while maintaining a personal client practice. They are responsible for executing strategic initiatives to drive business growth and ensuring exceptional service delivery.
Candidates must have at least 3 years of experience in financial services or wealth management and hold active Life and Health insurance licenses. Proficiency in client acquisition and team leadership is essential, with FINRA Series 6/7 and 63/66 licenses preferred.
Managing Director | WealthBridge Financial Group
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 be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge’s standards and values. You'll leverage our firm’s resources and brand strength to support your vision for growth, while maintaining your own client practice.
This is a PLAYER/COACH role -- you will have a thriving personal practice and lead by example
People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US
People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US
