Managing Director

WealthBridge Financial Group; Johnstown (CO); On-site; USD 150,000 - 270,000; Full time

Benefits offered by this job

Health coverage

401(k) plan with company match

Life insurance

Disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Colorado is seeking a Managing Director-level financial advisor to lead a growing practice and guide a team of experienced advisors. You will continue your own client work while recruiting, mentoring, and developing a high-performing culture.

This senior role offers the freedom to shape the firm's growth strategy, leverage the firm's long history, and align leadership with your vision while ensuring compliance and client service excellence.

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 focused on elevating practices.
• Recruit and mentor fellow advisors to grow the firm.
• Foster a high-performance culture and shape the firm’s future growth.
• Maintain your own client practice while contributing to firm strategy and development.

Skills

Leadership

Client development

Relationship management

Strategic planning

Mentoring

Business development

Job description

Managing Director | WealthBridge

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