Managing Director

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

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing your own client practice. This leadership role combines strategic growth with hands-on relationship management and practice development.

You will recruit, mentor, and empower advisors, fostering a high-performance culture and shaping the firm’s future. With the firm’s 175+ years of history, you’ll have strong branding and infrastructure to expand your practice and your

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.

Responsibilities

• Lead and build a team of experienced financial advisors while continuing personal client work.
• Recruit, mentor, and develop fellow advisors to raise practice standards.
• Foster a high-performance culture and guide firm growth strategy.
• Balance leadership duties with ongoing client-service activities.

Skills

Leadership

Mentoring

Client development

Relationship management

Team building

Strategic growth

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

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