Managing Director

WealthBridge Financial Group; Ammon (ID); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with company 2%

Life and disability insurance

Employee wellness resources

Career growth opportunities and formal

Ongoing training and development

Job summary

WealthBridge Financial Group in Idaho is seeking a seasoned Managing Director to lead a team of financial advisors while continuing your own client practice.

You will recruit, mentor, and drive a high-performance culture, shaping the firm's growth strategy with the backing of a long-standing brand and infrastructure.

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 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.

Responsibilities

• Lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors, foster a high-performance culture.
• Help shape the future growth of the firm while continuing personal client work.

Skills

Team leadership

Client development

Financial services experience

Education

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