Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Colorado; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Colorado. This position is ideal for experienced advisors ready to take on leadership and team development responsibilities.

Your focus will be on building a team of financial advisors while maintaining your own client work. You’ll receive support from a firm with over 175 years of history and maintain the freedom to shape your leadership style.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development and relationship management.
• Strong interest in mentoring and building high-performing teams.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to foster a high-performance culture.
• Shape the future growth of the firm while maintaining personal client work.

Skills

Client development

Relationship management

Leadership

Mentoring

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Colorado. This position is ideal for experienced advisors ready to take on leadership and team development responsibilities.

Your focus will be on building a team of financial advisors while maintaining your own client work. You’ll receive support from a firm with over 175 years of history and maintain the freedom to shape your leadership style.