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Entry-Level Financial Advisor - Licensing & Mentorship Provided
WealthBridge Financial Group
Melville, NY
Added 8 hours ago
Entry-Level Financial Advisor - Licensing & Mentorship Provided
WealthBridge Financial Group
Hicksville, NY
Added 8 hours ago
Entry-Level Financial Advisor - Licensing & Mentorship Provided
WealthBridge Financial Group
Garden City, NY
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Hauppauge, NY
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Entry-Level Financial Advisor - Licensing & Mentorship Provided
WealthBridge Financial Group
Babylon, NY
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Darien, CT
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Entry-Level Financial Advisor:
WealthBridge Financial Group
Melville, NY
Added 8 hours ago
Entry-Level Financial Advisor:
WealthBridge Financial Group
Hicksville, NY
Added 8 hours ago
Entry-Level Financial Advisor:
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Garden City, NY
Added 8 hours ago
Entry-Level Financial Advisor:
WealthBridge Financial Group
Hauppauge, NY
Added 8 hours ago
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WealthBridge Financial Group
Melville, NY

WealthBridge Financial Group

Managing Director

Berthoud, CO, United States

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Job details

Experience: Minimum of 3 years of experience in financial services with a growing personal practice
Posting language: English
Posted: Oct 9, 2026

Original job description

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 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