Managing Director

WealthBridge Financial Group; Grand Forks (ND); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing your own client work, leveraging a long-established brand and infrastructure.

In this leadership role you’ll recruit, mentor, and develop high-performing advisers, foster a culture of growth, and help shape the firm’s strategic direction across succession, practice management, and client service excellence.

Qualifications

• Minimum 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 held).
• Leadership with mentoring and building high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors while continuing personal client work.
• Recruit and mentor fellow advisors, foster a high-performance culture.
• Shape the firm’s growth and strategy.

Skills

Team leadership

Client development

Financial services

Life & Health licensing

FINRA licensing (6/7, 63/66)

Work authorization (US)

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