Managing Director

WealthBridge Financial Group

BLOOMINGTON (MN)

On-site

USD 250,000 - 450,000

Full time

14 days+
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Benefits offered by this job

Top-tier health coverage
401(k) retirement plan with company 1:
Life and disability insurance
Employee wellness programs
Career growth opportunities and OJT

Job summary

WealthBridge Financial Group seeks a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You’ll recruit, mentor, and shape a high‑performance culture to drive long‑term growth.

The role requires a strong track record in client development, planning and relationship management, plus a lifelong view toward firm expansion and leadership in a respected, history‑rich firm.

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.
  • Continue your own client work while recruiting and mentoring fellow advisors.
  • Foster a high-performance culture and shape the firm’s future growth.
  • Leverage firm support, infrastructure and brand to develop your leadership style and practice growth.

Skills

Leadership
Client development
Relationship management
Mentoring
Strategic planning

Education

Life and Health Insurance License
FINRA Series 6/7 and 63/66 licenses

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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