Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director opportunity in Phoenix, AZ. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

What we offer:

• 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

$120,000 - $180,000+ yearly

• Lead the recruitment and development of experienced financial advisors
• Serve as a mentor and strategic resource to help team members elevate their practices
• Continue building and expanding your own client base using firm-supported tools and strategies
• Foster a collaborative, performance-driven team culture
• Participate in leadership meetings and contribute to firm-wide growth strategy
• Deliver tailored financial solutions in insurance, wealth accumulation, and retirement planning
• Ensure compliance with all regulatory and licensing requirements
• Attend hybrid meetings, including leadership and team collaboration sessions

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve.

For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact.

If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.