Full-Time

Managing Director

WealthBridge Financial Group

WealthBridge Financial Group

Financial planning and insurance

No salary listed

Baton Rouge, LA, USA

Hybrid

Category
Finance & Banking (1)
Required Skills
Series 7
Requirements
  • At least 3 years of experience in financial services with a growing personal practice.
  • An active Life and Health License is required.
  • Demonstrated success in client development, planning, and relationship management.
  • Must be authorized to work in the United States.
Responsibilities
  • Build and lead a team of experienced financial advisors.
  • Continue serving the role's own clients while recruiting and mentoring fellow advisors.
  • Foster a high-performance culture and help shape the firm's future growth.
  • Maintain and grow a personal financial advisory practice.
Desired Qualifications
  • FINRA Series 6 or 7 and 63 or 66 licenses are preferred.
  • Leadership ability with a strong interest in mentoring and building high-performing teams.
  • Business-driven mindset with a long-term vision for growth.
WealthBridge Financial Group

WealthBridge Financial Group

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WealthBridge Financial Group is a financial services firm providing planning, wealth, and insurance guidance. The firm supports investment planning, retirement strategies, estate considerations, business planning, insurance, and financial-professional development. It serves individuals, families, business owners, institutions, and financial professionals. Its operating model centers on advisory and insurance teams supported by planning specialists, compliance, operations, marketing, and affiliated financial platforms. Teams work across financial planning, insurance, investments, advisory services, compliance, marketing, and client support. This structure supports consistent delivery across the organization.

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