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Managing Director, Advisor Growth

WealthBridge Financial Group · Blue Ash, OH · Advisor growth and financial-advisor leadership

Employment type

Full-time

Work setting

On-site

Location

Blue Ash, OH

Schedule

Day shift

Posted

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Job overview

The Managing Director, Advisor Growth role is onsite in Blue Ash, OH. Compensation is not specified. WealthBridge Financial Group describes a firm with more than 175 years of history and support for advisors’ practice growth. The managing director continues personal client work while recruiting and mentoring experienced financial advisors and developing a high-performance team. The role contributes to the firm’s growth by helping advisors elevate their practices and building team capability.

What you'll do

  • Continue personal financial-advisor client work
  • recruit and mentor experienced financial advisors
  • develop a high-performance team
  • support advisor practice growth
  • contribute to the firm’s future growth.

What we're looking for

Skills & competencies
managing director
advisor growth
blue ash oh
wealthbridge financial group
financial advisor
practice development
advisor recruitment
mentorship
team leadership
life and health license
finra series 6/7
ongoing training
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, and vision coverage for employees and dependents
  • 401(k) with company match
  • life and disability insurance
  • wellness programs and mental health resources
  • career growth and ongoing training.

Why this role

Requires at least three years of financial-services experience with a growing personal practice and an active Life and Health license. FINRA Series 6/7 and 63/66 licenses are preferred; sponsorship and support are available if not currently held.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
11-3031.00
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