Managing Director
Not Disclosed•Full-TimeOn-site
location_on1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, United States
About the Team
WealthBridge Financial Group brings over 175 years of history to the table, offering a robust infrastructure and brand strength that empowers advisors to thrive. Our platform is designed to support professionals who are ready to transition from building a personal practice to leading a team of experienced financial advisors.
About the Role
As a Managing Director, you will take on a strategic leadership position focused on both personal growth and team development. While you will continue to manage your own client work, your primary focus will be building and leading a team of advisors looking to elevate their practices. You will recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.
This role offers the unique freedom to develop a leadership style that reflects your vision, supported by the stability of a long-established firm. It is ideal for a proven financial advisor with a business-driven mindset and a long-term vision for growth.
Hiring Process
We are seeking candidates who have successfully built a personal practice and are ready for the next step. Qualified applicants should be prepared to discuss their experience in client development, planning, and relationship management, as well as their approach to mentoring and team building.
Equal Opportunity
WealthBridge Financial Group is an equal opportunity employer committed to building a diverse and inclusive workforce.
Work location
Work model: On-site
1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, United States
Cleveland, Ohio
Key Responsibilities
- check_circleBuild and lead a team of experienced financial advisors
- check_circleRecruit and mentor fellow financial advisors
- check_circleFoster a high-performance culture within the firm
- check_circleShape the future growth and strategic direction of the firm
- check_circleContinue personal client work and relationship management
Requirements
- verifiedMinimum of 3 years of experience in financial services with a growing personal practice
- verifiedActive Life and Health License required
- verifiedFINRA Series 6/7 and 63/66 licenses preferred
- verifiedMust be authorized to work in the United States
Nice to Have
FINRA Series 6/7 and 63/66 licenses
Benefits & Perks
check_circleTop-tier health coverage including medical, dental, and vision plans for you and your dependentscheck_circle401(k) retirement plan with company match to help you build long-term securitycheck_circleLife and disability insurance for added peace of mindcheck_circleEmployee wellness programs and mental health resources
Similar Job Opportunities
Frequently asked questions about Managing Director at WealthBridge Financial Group
What does a Managing Director at WealthBridge Financial Group do?expand_more
In this Managing Director at WealthBridge Financial Group role, you will build and lead a team of experienced financial advisors; recruit and mentor fellow financial advisors; foster a high-performance culture within the firm; and shape the future growth and strategic direction of the firm.
What are the requirements for this Managing Director role?expand_more
WealthBridge Financial Group is looking for candidates who meet the following requirements: Minimum of 3 years of experience in financial services with a growing personal practice; Active Life and Health License required; FINRA Series 6/7 and 63/66 licenses preferred; and Must be authorized to work in the United States.
Where is the Managing Director role at WealthBridge Financial Group located?expand_more
Managing Director at WealthBridge Financial Group is based in 1938, West 80th Street, West Eighties, Detroit-Shoreway, Detroit - Shoreway, Cleveland, Cuyahoga County, Ohio, 44102, United States. This is a on-site role.
Is this Managing Director job remote, hybrid, or on-site?expand_more
WealthBridge Financial Group has listed this Managing Director role as on-site.
How much experience is required for this Managing Director role?expand_more
Managing Director at WealthBridge Financial Group typically requires 3+ years of relevant experience at the executive level.
What skills do you need for the Managing Director role at WealthBridge Financial Group?expand_more
Key skills for Managing Director at WealthBridge Financial Group include Life And Health License; Finra Series 6; Finra Series 7; Finra Series 63; and Finra Series 66.
What category does the Managing Director role belong to?expand_more
Managing Director at WealthBridge Financial Group is part of the hr & recruitment job category on Recrutus.