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Managing Director, Financial Services

WealthBridge Financial Group · Melville, NY · Financial Professionals

Employment type

Full-time

Work setting

On-site

Location

Melville, NY

Schedule

Day shift

Posted

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Job overview

The Managing Director, Financial Services role is onsite in Melville, NY, full time. Compensation is not specified; the posting describes competitive compensation with uncapped income potential. WealthBridge Financial Group helps individuals, families, and business owners create, protect, and grow wealth through financial strategies. This leader builds a financial professional team while maintaining personal production in life insurance and annuities. Recruiting, developing, and coaching advisors supports the firm’s growth and client-first service, with a stated goal of at least eight new hires annually.

What you'll do

  • Build and lead a team of Financial Professionals
  • recruit, train, and develop at least eight new advisors annually
  • coach and mentor team members
  • maintain personal life insurance and annuity production
  • deliver consultative financial strategies
  • partner with internal specialists and external professionals
  • support team performance and retention.

What we're looking for

Skills & competencies
managing director
financial services
melville ny
wealthbridge financial group
team leadership
advisor recruiting
life insurance
annuities
financial strategies
mentorship
business development
professional development
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Advanced planning strategies, marketing support, leadership resources, mentorship, licensing support, professional development, and technology platforms.

Why this role

The role combines personal production with team building and leadership; the posting describes uncapped income potential.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.

Additional details

Industry sector
52
Industry
Insurance Agencies and Brokerages
Occupation code
11-3031.00
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