Managing Director

WealthBridge Financial Group; Yukon; On-site; CAD 140,000 - 200,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 
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Life and disability insurance

Employee wellness programs

Career growth opportunities and培训

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work.

You will recruit, mentor, and develop high-performance teams, foster growth, and help shape the firm's future with the support, infrastructure, and brand strength of a firm with a long history. This leadership role offers opportunities for ownership and a platform designed to scale

Qualifications

• 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.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors who are elevating their practices.
• Recruit, mentor, and develop advisors while maintaining your own client practice.
• Foster a high-performance culture and shape the firm’s future growth.
• Provide leadership aligned with the firm’s long-term vision.

Skills

Leadership

Business development

Client development

Mentoring

FINRA licenses (6/7,63/66)

Tools

FINRA licenses

Job description

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