Leads and expands a financial services practice focused on life insurance and annuities. Responsibilities include recruiting at least eight financial professionals annually, training and mentoring advisors, maintaining personal production, delivering holistic financial strategies, building professional relationships, and driving team performance, retention, accountability, and growth.
About Us
RequirementsWhat We’re Looking For
BenefitsWhat sets us apart from other firms?
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
www.wealthbridgefg.com
The OpportunityWe are seeking a Managing Director who is both a producer and a builder—someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams.
This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment.
What You’ll Do- Build and lead your own team of Financial Professionals
- Actively recruit, train, and develop new advisors (minimum 8 hires per year)
- Drive performance through coaching, mentorship, and accountability
- Maintain personal production across life insurance and annuity business
- Deliver holistic financial strategies to clients using a consultative approach
- Partner with internal specialists and external professionals (CPAs, attorneys, etc.)
- Create a culture of growth, professionalism, and client-first service
RequirementsWhat We’re Looking For
- Proven leadership and recruiting experience in financial services
- Strong production background (life insurance and/or annuities required)
- Entrepreneurial mindset with the desire to build and scale a business
- Ability to attract, develop, and retain talent
- High level of professionalism, drive, and accountability
- Excellent communication and relationship-building skills
This is a leadership-focused position intended for individuals committed to building and managing a team.
- Recruit a minimum of 8 new Financial Professionals annually
- Maintain consistent personal production to remain in good standing
- Actively mentor and grow your team’s performance and retention
- A platform to build your own business within an established firm
- Access to advanced planning strategies, marketing support, and leadership resources
- Competitive compensation with uncapped income potential
- Ongoing leadership development and mentorship
- A collaborative culture focused on long-term success for both clients and advisors
BenefitsWhat sets us apart from other firms?
- Access to a collaborative network of experienced professionals and mentors
- Advanced planning resources, digital marketing support, and business development tools
- Flexible career path with entrepreneurial growth opportunities
- Ongoing training, licensing support, and professional development
- Technology platforms and tools to help streamline client engagement and planning
- A culture focused on integrity, innovation, and long-term client success
WealthBridge Financial Group New York, New York, USA Office
New York, NY, United States
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