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WealthBridge Financial Group

Managing Director, Experience w/ Annuities, Life Insurance, Investments (NY/NJ)

hoboken, NJ

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Job description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners

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.

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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Worksite address

hoboken, NJ, 07030, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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