Managing Director

WealthBridge Financial Group; Fort Collins (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life and disability insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group is seeking a Managing Director to build and lead a team of experienced financial advisors while continuing your own client practice. You will recruit, mentor, and shape a high-performance culture to drive the firm’s future growth.

The role emphasizes leadership, strategic development, and growth, with sponsorship for licenses as needed and the freedom to grow your practice within a historic, trusted brand.

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)
• 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 growth vision
• Must be authorized to work in the United States

Responsibilities

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

Skills

Leadership

Client development

Mentoring

Education

FINRA Series 6/7 and 63/66 licenses (preferred)

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