Financial Services Managing Director (New Jersey)

WealthBridge Financial Group • Full-time • Morristown, NJ, US • 1h ago

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