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WealthBridge Financial Group

Managing Director

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Based on New Mexico data

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What they do

A Managing Director directs the activities and productivity of a department or entire organization; delegates duties such as typing, copying, and scanning to assistants; works with the Assistant Director to sustain and grow programs and service; and manages administrative functions to ensure smooth and efficient operations of the organization.

$167,531 / year median in New Mexico

+5% projected growth

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Job Description

Managing Director WealthBridge Financial Group - 4.0 Las Cruces, NM Job Details Full-time $125,000 - $195,000 a year 3 hours ago Qualifications Business development management Life Insurance License Wealth management Team leadership Coaching Team development Client base expansion Investment client management Mentoring Leading team collaboration initiatives Client retention strategy Business development within finance FINRA License Client growth strategy Experience practicing in the securities industry Customer acquisition Team building Full Job Description Managing Director | WealthBridge Financial Group WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth. As Managing Director, you will be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge's standards and values. You'll leverage our firm's resources and brand strength to support your vision for growth, while maintaining your own client practice. This is a
PLAYER/COACH
role - you will have a thriving personal practice and lead by example Requirements Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice Active Life and Health insurance license required FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held Strong leadership and team development skills with a passion for mentoring advisors Proven track record in client acquisition, retention, and comprehensive financial planning Business-oriented mindset with long-term strategic vision Excellent communication and interpersonal skills Authorization to work in the United States