Managing Director, Advisor Growth

Posted yesterday

wealthbridge financial groupWorthington (OH)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Manager

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About the role

Managing Director, Advisor Growth | WealthBridge WealthBridge Financial Group is seeking aproven financial advisorfor a strategic Managing Director, Advisor Growth. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development. As Managing Director, your primary focus will be onbuilding and leading a team of experienced financial advisorswho are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm. You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements:

Minimum of 3 years of experience in financial services with a growing personal practice
Active Life and Health License requiredFINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
Demonstrated success in client development, planning, and relationship management
Leadership ability with a strong interest in mentoring and building high-performing teams
Business-driven mindset with a long-term vision for growth
Must be authorized to work in the United States

Benefits:

Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.