Managing Director

WealthBridge Financial Group; Billings (MT); On-site; USD 120,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Life and disability insurance

Wellness programs

Training opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a Managing Director role. This position focuses on building and leading a team of experienced financial advisors while continuing your own client work.

It offers the freedom to grow your practice and develop a leadership style aligned with the firm’s 175+ year history. You will recruit, mentor, and shape the growth trajectory of the team with an emphasis on high performance and long‑term success.

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).
• Demonstrated ability to build client relationships and mentee teams.

Responsibilities

• Lead and develop a team of financial advisors to elevate practices.
• Continue personal client work while expanding the firm’s advisory team.
• Coach, recruit, and mentor advisors to foster a high‑performance culture.

Skills

Leadership

Client development

Financial services

Life & Health License

Series 6/7/63/66

Job description

Overview

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.

Responsibilities

• 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