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Managing Director

WealthBridge Financial Group
Posted 14 days ago, valid for 19 days
Location

Scottsdale, AZ, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • WealthBridge Financial Group is looking for a Managing Director to lead and grow their team of financial advisors.
  • The role requires a minimum of 3 years of proven experience in financial services or wealth management, along with a successful personal practice.
  • Candidates must hold an active Life and Health insurance license, with FINRA Series 6/7 and 63/66 licenses preferred.
  • The position emphasizes leadership, mentoring, and client relationship management, with a focus on business growth and service excellence.
  • The salary for this role is competitive and commensurate with experience.

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



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