Managing Director

WealthBridge Financial Group

Arvada (CO)

On-site

USD 180,000 - 280,000

Full time

14 days+

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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Employee wellness programs

Job summary

WealthBridge Financial Group is seeking a seasoned Managing Director to lead a growing team of financial advisors while continuing their own client practice. The role emphasizes leadership, recruitment, mentorship, and building a high-performance culture aligned with the firm's long history.

You will shape the firm's growth strategy, foster collaboration across advisors, and leverage the firm's established brand and resources to expand services and client solutions.

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.
  • Recruit and mentor fellow advisors, fostering a high-performance culture.
  • Continue personal client work while shaping future growth of the firm.
  • Provide leadership that reflects the firm’s 175+ year history and brand strength.

Skills

Leadership
Mentoring
Team building
Client development
Strategic thinking

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


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