Managing Director

Wealthbridge-Financial-Group; Allouez (WI); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company **

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in the United States seeks a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, fostering a high-performance culture and shaping the firm’s growth strategy.

The role requires a proven track record in client development, leadership, and a strong long-term growth mindset. This is a senior leadership opportunity within a well-established firm.

Qualifications

• 3+ years in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship available).
• Leadership with mentoring of high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit, mentor and develop advisors to grow practices.
• Continue personal client work while expanding leadership responsibilities.
• Shape the future growth strategy of WealthBridge Financial Group.

Skills

Team leadership

Business development

Mentoring

Client relationship management

Strategic growth planning

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 onbuilding and leading a team of experienced financial advisorswho 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.

• 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