Managing Director, Financial Advisor

WealthBridge Financial Group, Santa Clara, Cuba

What our tracking knows about this posting

Published on 5 April 2026 · first appeared in our records on 4 October 2026.

Stable posting: first seen on 4 October 2026, with no abnormal reposting.

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Managing Director | WealthBridge WealthBridge Financial Group is seeking a  proven financial advisor  for a strategic  Managing 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 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. • 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 State • Certified Financial Planner preferred, but not required with relevant experience.

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