WealthBridge Financial Group · 3 days ago
Managing Director
Phoenix, AZ
Full-time
Onsite
Lead/StaffWealthBridge Financial Group is dedicated to creating, protecting, and growing wealth for clients across all 50 states through personalized financial planning. The Managing Director will oversee strategic planning, business development, and operational management while driving organizational growth and ensuring compliance with regulatory standards.
FinanceFinancial ServicesWealth Management
Hiring Manager
Tim Niemann
Responsibilities
Driving organizational growth
Leading financial planning initiatives
Mentoring team members
Ensuring compliance with regulatory standards
Working closely with clients to create tailored financial strategies
Qualification
Required
Demonstrated expertise in strategic planning, business leadership, and business development
Strong knowledge of financial planning, investment management, and advanced financial strategies
Exceptional communication, team leadership, and mentoring skills
Proven ability to foster client relationships and deliver personalized, goal-driven financial strategies
Experience in compliance, risk management, and regulatory adherence
Bachelor's degree in Finance, Business Administration, or a related field
Highly organized, results-driven, and skilled in decision-making
Preferred
Master's degree
Relevant certifications such as CFP, CFA, or MBA are a strong advantage
Familiarity with digital marketing strategies within the financial services sector is a plus
Company
WealthBridge Financial Group
Wealthbridge Financial Group offers personal, family, and business financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Torshizi
Managing Partner
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