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Salary
≈ $138k – $251k per year (Estimated)
Location
In office (Tulsa, Oklahoma City)
Seniority
Architect
Employment
Full-Time

Confirmed on the employer's own hiring board on Oct 19, 2026. First seen by Alion on Oct 9, 2026. WealthBridge Financial Group scores A on the Alion truth index.

Overview
Company
Impact
Profile match
WealthBridge Financial Group is a financial advisory and wealth management firm specializing in tax-efficient strategies and advanced financial planning for high-net-worth individuals, business owners, and families. The enterprise offers a broad suite of services including portfolio management, premium financing, estate and business succession planning, asset protection, and strategic CPA alliances. Headquartered in New York, it operates an extensive nationwide network of financial professionals and regional offices across the United States.

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history-while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

  • Minimum of 3 years of experience in financial services with a growing personal practice
  • Active Life and Health License required
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
  • Demonstrated success in client development, planning, and relationship management
  • Leadership ability with a strong interest in mentoring and building high-performing teams
  • Business-driven mindset with a long-term vision for growth
  • Must be authorized to work in the United States

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support
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