Managing Director

WealthBridge Financial Group; Ashwaubenon (WI); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company匹配

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing personal client work. This leadership role emphasizes developing talent, scaling a high-performance culture, and shaping the future of the firm.

With over 175 years of history, WealthBridge offers strong brand support and infrastructure, plus sponsorship for licenses as needed. The Managing Director will mentor peers, drive growth, and align practice development with

Qualifications

• Minimum 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 held).
• Proven success in client development, planning and relationship management.
• Strong leadership with mentoring and building high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors to elevate practices.
• Continue personal client work while recruiting and mentoring teammates.
• Foster a high-performance culture and drive firm growth.
• Shape the future growth strategy with firm leadership.

Skills

Leadership

Client development

Mentoring

Team building

Strategic vision

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. 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 on building and leading a team of experienced financial advisors who 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.

Requirements

• 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

Benefits

• 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