Managing Director

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

Benefits offered by this job

Top-tier health coverage

401(k) matching plan

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This opportunity is ideal for an experienced advisor who has built a personal practice and now seeks leadership responsibility while continuing client work.

As Managing Director, you will recruit, mentor and develop advisors, foster a high‑performance culture, and help shape the firm's growth. You benefit from strong brand support and history while growing your own practice.

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

• Build and lead a team of experienced financial advisors while continuing your own client work
• Recruit, mentor and develop advisors to elevate practice performance
• Foster a high-performance culture and guide strategic growth initiatives
• Shape the future growth of WealthBridge Financial Group
• Collaborate with leadership to align practices with firm branding and infrastructure

Skills

Leadership

Mentoring

Team building

Client development

Business strategy

Job description

Managing Director | WealthBridge
WealthBridge Financial Group is seeking a

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