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Managing Director
Managing DirectorWealthBridge Financial Group • Phoenix, AZ, US
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Managing Director

Managing Director

WealthBridge Financial Group • Phoenix, AZ, US
30+ days ago
Job type
  • Full-time
Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director opportunity in Phoenix, AZ . 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 on building and leading a team of experienced financial advisors who 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.

What we offer :

  • 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

Compensation :

$120,000 - $180,000+ yearly

Responsibilities :

  • Lead the recruitment and development of experienced financial advisors
  • Serve as a mentor and strategic resource to help team members elevate their practices
  • Continue building and expanding your own client base using firm-supported tools and strategies
  • Foster a collaborative, performance-driven team culture
  • Participate in leadership meetings and contribute to firm-wide growth strategy
  • Deliver tailored financial solutions in insurance, wealth accumulation, and retirement planning
  • Ensure compliance with all regulatory and licensing requirements
  • Attend hybrid meetings, including leadership and team collaboration sessions
  • Qualifications :

  • 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 (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
  • About Company

    At WealthBridge Financial Group , our mission is simple : To Do Good —in our communities and for the families we serve.

    For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact.

    If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ .

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    Managing Director • Phoenix, AZ, US

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