Managing Director
WealthBridge Financial Group
Managing Director
About this role
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
Frequently Asked Questions
Is the salary disclosed for the Managing Director position at WealthBridge Financial Group?
The salary for this Managing Director role at WealthBridge Financial Group is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Managing Director position at WealthBridge Financial Group located?
This Managing Director role at WealthBridge Financial Group is based in Rio Rancho, New Mexico, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Managing Director role at WealthBridge Financial Group full-time or part-time?
This is listed as a Full time position. It is posted as a Managing Director role at WealthBridge Financial Group.
How do I apply for the Managing Director position at WealthBridge Financial Group?
Click the "Apply Now" button on this page. You will be redirected to WealthBridge Financial Group's official application portal hosted on workable where you can submit your application directly.
When was the Managing Director job at WealthBridge Financial Group posted?
This Managing Director position at WealthBridge Financial Group was posted on Jul 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Managing Director
WealthBridge Financial Group
You'll be redirected to WealthBridge Financial Group's official application page on workable.