Managing Director

WealthBridge Financial Group; Grafton (ND); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Company 401(k) match

Life & disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in the United States seeks a proven financial advisor for a strategic Managing Director role to lead a growing team while continuing your own client work.

As MD you will recruit, coach and develop advisors, foster a high-performance culture, and help shape the firm’s future trajectory with the backing of a firm with deep longevity and a strong 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 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 maintaining your own client workload.
• Recruit, mentor and develop advisors to raise practice performance.
• Foster a high-performance culture and help shape the firm’s growth strategy.
• Leverage the firm’s infrastructure and brand to expand client relationships.

Skills

Leadership

Mentoring

Client development

Relationship management

Strategic planning

Business development

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing 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 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.