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WealthBridge Financial Group Linkedin · Posted 28d ago

Managing Director (New Jersey)

Red Bank, New Jersey, United States

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Indexed description

About Us

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 Opportunity

We 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

Requirements

What 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

Role Expectations

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

What We Offer

  • 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

Benefits

What 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
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