Financial Services Managing Director / Branch Development Leader
WealthBridge Financial Group · Melville, NY, US
a day agoImpress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Services Managing Director / Branch Development Leader role.
Rezi rewrites your resume against WealthBridge Financial Group's job description. Free.
Tailor your resume to this Financial Services Managing Director / Branch Development Leader role.
Rezi rewrites your resume against WealthBridge Financial Group's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Services Managing Director / Branch Development Leader posting at WealthBridge Financial Group — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Services Managing Director / Branch Development Leader posting at WealthBridge Financial Group — free, in seconds.
About the Role
We’re looking for a Managing Director who is equal parts producer and builder. You have a proven track record in financial services, and you know how to recruit, develop, and lead teams that perform. This is a role for leaders who are ready for more: you’ll grow your own practice while scaling an organization, with the resources and backing of a firm that’s invested in your success.
Responsibilities
- Recruit and lead your own team of Financial Professionals.
- Attract, train, and develop new advisors, with a target of at least 8 hires per year.
- Raise performance through hands-on coaching, mentorship, and clear accountability.
- Maintain your own production in life insurance and annuities.
- Deliver comprehensive financial strategies through a consultative, needs-based approach.
- Partner with internal specialists and outside professionals, including CPAs and attorneys, on complex cases.
- Build a team environment rooted in growth, professionalism, and client-first service.
Requirements
- A proven track record of recruiting and leading in financial services.
- Solid production history.
- Life insurance and/or annuity experience is required.
- Think like an entrepreneur and are driven to build and scale something significant.
- Know how to attract top people, develop them, and keep them.
- Bring polish, drive, and accountability every day.
- Build strong relationships with clients and advisors alike.
- Recruit at least 8 new Financial Professionals each year.
- Maintain consistent personal production to stay in good standing.
- Mentor your team and drive both its performance and retention.
Experience Level
- Leadership role
Salary/Compensations
- Uncapped earning potential. Compensation is competitive and grows with you.
Benefits
- Build your own organization with the backing of an established firm.
- Advanced planning strategies, marketing support, leadership tools, and access to consultants through Integrated Wealth Resources for complex cases.
- Ongoing leadership development and mentorship from experienced executives.
- Collaborative environment focused on long-term success for clients and advisors alike.
- Work alongside seasoned professionals and executive mentors.
- Advanced planning support, digital marketing, and business development tools.
- Flexible and entrepreneurial career path.
- Ongoing training, licensing support, and professional development.
- Modern platforms streamline client engagement and planning.
About the Company
- WealthBridge Financial Group partners with individuals, families, and business owners to build, protect, and grow wealth.
- Our strategies are personalized and forward-looking, and they’re built on innovation, collaboration, and client education.
- The result is lasting impact and relationships built on trust.