Unknown Company

Managing Director

dublin, ca • Posted 2 days ago
Onsite Full Time Management & Leadership

Managing Director | WealthBridge


WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging Director. 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 onbuilding and leading a team of experienced financial advisorswho 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.



  • 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


  • 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


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