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

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

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.

• → 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

• 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

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

• 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