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Full-time
Posted 45d ago
~40 hrs/week
Responsibilities
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.
Requirements
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.
Full job description
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
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 with a passion for mentoring advisors
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
Related keywords
Managing DirectorWealthBridge Financial GroupFinancial ServicesWealth ManagementFinancial AdvisorTeam LeadershipMentoringClient PortfolioStrategic InitiativesBusiness GrowthLife InsuranceHealth InsuranceFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66
People. Impact. Outcome.
We'll help you reach your financial goals so you can take care of the rest.
Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
LinkedIn followers
6,556
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