Lead Financial Advisor & Team Builder

WealthBridge Financial Group; BLOOMINGTON (MN); On-site; USD 250,000 - 450,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 1:

Life and disability insurance

Employee wellness programs

Career growth opportunities and OJT

Job summary

WealthBridge Financial Group seeks a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You’ll recruit, mentor, and shape a high‑performance culture to drive long‑term growth.

The role requires a strong track record in client development, planning and relationship management, plus a lifelong view toward firm expansion and leadership in a respected, history‑rich firm.

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.
• Business-driven mindset with a long-term vision for growth.
• Must be authorized to work in the United States.
• 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

Responsibilities

• Build and lead a team of experienced financial advisors focused on elevating practices.
• Continue your own client work while recruiting and mentoring fellow advisors.
• Foster a high-performance culture and shape the firm’s future growth.
• Leverage firm support, infrastructure and brand to develop your leadership style and practice growth.

Skills

Leadership

Client development

Relationship management

Mentoring

Strategic planning

Education

Life and Health Insurance License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group seeks a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You’ll recruit, mentor, and shape a high‑performance culture to drive long‑term growth.

The role requires a strong track record in client development, planning and relationship management, plus a lifelong view toward firm expansion and leadership in a respected, history‑rich firm.