Managing Director

WealthBridge Financial Group; Denver (CO); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company

Life and disability insurance

Employee wellness programs and mental

Career growth opportunities and OHT

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to take on a leadership position focused on both personal growth and team development.

As the Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices.

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 if not currently held).
• Must be authorized to work in the United States.

Responsibilities

• Lead and build a team of financial advisors while continuing personal client work.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Shape the firm’s future growth with strategic leadership.

Skills

Mentoring

Leadership

Business development

Client management

Strategic thinking

Job description

Overview

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to take on a leadership position focused on both personal growth and team development.

As the 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 firm’s future growth.

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