Managing Director

WealthBridge Financial Group

Cedar Bluffs (NE)

On-site

USD 180,000 - 280,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) match
Life & disability insurance
Wellness programs

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role that combines leadership with ongoing client work. You will build and lead a team of experienced advisors, recruit and mentor peers, and foster a high-performance culture to drive future growth while leveraging the firm’s strong brand and 175 years of history.

The role emphasizes strategic leadership, personal client activity, and a scalable practice, supported by an established

Qualifications

  • Active Life and Health license required.
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship available).
  • Proven ability to develop clients and manage relationships.
  • Demonstrated leadership with mentoring and team building.
  • Business-driven with a long-term growth vision.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Continue personal client work while expanding the firm’s practice.
  • Recruit, mentor, and develop high-performing advisors.
  • Foster a high-performance culture and strategic growth.

Skills

Active Life License
Health License
FINRA 6/7/63/66
Client development
Leadership
Mentoring
Growth mindset
US work authorization

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
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