Managing Director

WealthBridge Financial Group

Grand Island (NE)

On-site

USD 150,000 - 250,000

Full time

14 days+
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Benefits offered by this job

Top-tier health coverage including 의료
401(k) retirement plan with company  匹
Life and disability insurance

Job summary

WealthBridge Financial Group is seeking a Managing Director with an established financial practice to lead a growing team of advisors while continuing to serve high-net-worth clients.

The MD will recruit and mentor colleagues, foster a high-performance culture, and shape the firm's strategic growth, drawing on WealthBridge's 175-year history to provide stability and brand strength as you expand your practice and develop your leadership style.

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
  • 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

Responsibilities

  • Lead and develop a team of experienced financial advisors.
  • Recruit, mentor, and coach advisors to elevate practices.
  • Balance personal client work with scalable growth initiatives.
  • Shape the firm's strategic growth and culture.

Skills

Leadership
Mentoring
Client development
Relationship management
Strategic growth mindset
Authorized to work in the UnitedStates
FINRA licenses (S6/7, 63/66) preferred

Tools

FINRA licenses

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 onbuilding and leading a team of experienced financial advisorswho 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.

  • 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

  • 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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