Full-Time

Managing Director

WealthBridge Financial Group

WealthBridge Financial Group

Financial planning and insurance

No salary listed

H1B Sponsorship Available

Scottsdale, AZ, USA

Hybrid

Category
Finance & Banking (1)
Required Skills
Series 7
Requirements
  • At least 3 years of proven experience in financial services or wealth management with a successful personal practice.
  • An active Life and Health insurance license.
  • Strong leadership and team development skills focused on mentoring advisors.
  • A proven track record in client acquisition, client retention, and comprehensive financial planning.
  • A business-oriented mindset with long-term strategic vision.
  • Authorization to work in the United States.
Responsibilities
  • Lead and grow a team of financial advisors.
  • Develop high-performing teams and foster strong client relationships.
  • Execute strategic initiatives to drive business growth.
  • Mentor advisors and expand client portfolios.
  • Ensure exceptional service delivery consistent with the firm's standards and values.
  • Maintain and lead a personal client practice in a player/coach role.
Desired Qualifications
  • FINRA Series 6 or 7 and Series 63 or 66 licenses, if not already held.
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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Founded

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