WealthBridge Financial Group

Plans wealth and insurance strategies for families

Managing Director

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeLas Vegas, NV, USA$125k - $195kHybrid

About the Job

Requirements

A minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice is required.
An active Life and Health insurance license is required.
Strong leadership and team development skills, with a passion for mentoring advisors, are required.
A proven track record in client acquisition, retention, and comprehensive financial planning is required.
A business-oriented mindset with long-term strategic vision is required.
Authorization to work in the United States is required.

Responsibilities

Lead and grow a team of financial advisors.
Develop high-performing teams, foster strong client relationships, and execute strategic initiatives to drive business growth.
Mentor advisors, expand client portfolios, and ensure exceptional service delivery consistent with the firm's standards and values.
Leverage the firm's resources and brand strength to support a vision for growth while maintaining a personal client practice.
Lead by example while maintaining a thriving personal practice.

Desired Qualifications

FINRA Series 6/7 and 63/66 licenses are preferred; sponsorship is available for candidates who do not currently hold them.

Managing Director

WealthBridge Financial Group · Las Vegas, United States (Hybrid) · Full-time · Posted 2026-10-09

Salary: USD 125,000–195,000

Workplace: hybrid

Description

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

Requirements

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

Benefits

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

Apply

Apply at WealthBridge Financial Group

About the Company

WealthBridge Financial Group

Plans wealth and insurance strategies for families

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: New York, NY
Founded: Not listed

Recently Posted Jobs

Explore more opportunities at WealthBridge Financial Group

See more jobs