Managing Director

WealthBridge Financial Group; Idaho Falls (ID); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health coverage including medical, etc

401(k) retirement plan with match

Life and disability insurance

Wellness programs

Career growth opportunities and formal

Job summary

WealthBridge Financial Group in Idaho Falls seeks a proven financial advisor to become Managing Director. You will lead a growing team of experienced advisors while continuing your own client work, driving practice growth and a client-centric culture aligned with the firm’s 175-year heritage.

Your responsibilities include recruiting and mentoring, setting strategy, and supporting advisors’ development, with sponsorship and resources to scale a successful personal practice within a collaborative,

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.
• Must be authorized to work in the United States.

Responsibilities

• Lead a growing team of experienced financial advisors and continue personal client work.
• Recruit, mentor, and develop advisors to elevate practice performance.
• Foster a high-performance culture and strategic growth for the firm.
• Shape the firm’s future direction through planning and leadership development initiatives.
• Collaborate with leadership to ensure client outcomes align with firm strategy.

Skills

Leadership

Team building

Client relationship management

Education

Active Life and Health License

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